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Thank you for choosing doogiePIM from BiteSpire I hope you will enjoy using doogiePIM and will benefit from it as I intended to help assist you in organizing your busy schedule. It is hoped, doogiePIM will become your preferred and loved 'Personal Information Manager'. Go ahead and explore it to see what makes doogiePIM so special. I would suggest you begin with the Introduction section and familiarize yourself with the various Components of doogiePIM. Then the best thing to do is to get onto the software and have a play around with it. You will probably find you won't need to use this Help. I always listen and take into account all viable suggestions and feedback. If you think of a useful feature or improvement you would like implemented and would benefit other doogiePIM users, then please let me know . Happy Organizing... Chris Creator and developer of doogiePIM (doogiePIM Help - Version: 10.14.2016)

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Thank you for choosing doogiePIM from BiteSpire

I hope you will enjoy using doogiePIM and will benefit from it as I intended to help assist you inorganizing your busy schedule. It is hoped, doogiePIM will become your preferred and loved 'PersonalInformation Manager'.

Go ahead and explore it to see what makes doogiePIM so special.

I would suggest you begin with the Introduction section and familiarize yourself with the variousComponents of doogiePIM. Then the best thing to do is to get onto the software and have a playaround with it. You will probably find you won't need to use this Help.

I always listen and take into account all viable suggestions and feedback. If you think of a useful featureor improvement you would like implemented and would benefit other doogiePIM users, then please letme know.

Happy Organizing...

ChrisCreator and developer of doogiePIM

(doogiePIM Help - Version: 10.14.2016)

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IntroductiondoogiePIM is a full scale multi-dimensional personal information manager for your business and privateuse. doogiePIM offers you a solution of storing and organizing your daily activities.

doogiePIM enables you to work with Sections of data rather than a traditional full tree approach. Thetree approach is fine when you are managing files or you're concentrated on a section. However, when itcomes to managing events, to-dos, contacts and documents that affect your daily life, this can be mindcluttering when displayed all in one tree view. doogiePIM allows you to Link an item to another item. Forexample, you may add a note for a contact. Or maybe a scheduled task for a finance transaction.

doogiePIM has separated each section, so you navigate your focus point accordingly. It is flexibleenough to keep your current focus wherever you wish it to be.

When your current work requires focusing on your Contacts, then you go to the Contacts Section whereeverything else will branch out but keeping your Contacts as your main focus point. For example: Youhave access to linked Documents, Messages, Tasks, Journals, Events and other related items, withoutleaving the Contacts section. This is the same with Tasks or any of the other sections.

At first, you may find the inter-linking features of doogiePIM strange, but as you use and understand it'spower and benefits, you will come to appreciate it.

See Multidimensional Linking for more information

Related TopicsComponentsFeaturesHow Does It Work

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ComponentsThe doogiePIM application is made up of the following components and tools:

Main Window of doogiePIM

Some additional windows and components.

MiniBar - Desktop toolbar for quick access to application tools and sections.Documents - Desktop notes and document rich text editor.Expression Calculator - Simple or complex mathematics evaluator.Archive-Encrypt/Decrypt Files - For protecting data sensitive files.Messages - Email Client - Sending, receiving and managing emails, and RSS data feeds.Documents - Documents Notes Editor - Rich Text editing.Noteboard - Mind Mapping Editor - For brainstorming by connecting rich text blocks.Files Explorer - for managing files with full preview.Calendar - where you add events.Contacts - where you manage your contacts.Tasks - where you manage your tasks.

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Journals - a useful daily diary.Planner - where you manage a annual events.Icon Library - where you can store your icons.Scratchpad Phrases - for storing common snippets of plain text.Archives Tool - for creating exe/zip backup archives of data folders.Vault - For storing password and other sensitive data records.Password Generator - Creates random passwords.Bookmarks - URLs - For managing and storing websites and Internet bookmarks.Database Search - Simple database search or powerful SQL query scripting.Address and Label Mailing - For printing a mail-merge document to multiple contact records.Finance - record financial transactions and for creating Spreadsheets.Resources - Store and manage important assets like stock, staff and other resources that are importantto you.

Main Toolbar Configuration

Adding, Removing, and adjusting Tool Icons on the Main Toolbar

Right click on toolbar and choose "Customize Toolbar..."

You can check or uncheck any of the tool icons as you wish. You can also change the icon sizes andsort order of them on the entire toolbar.Choose to keep the changes identical on all sections or customize it on a per section page as desired.

To change the order of icons, just drag them or use the "Move Down" or "Move Up" buttons, intowhatever order you prefer.

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Related TopicsIntroductionFeaturesHow Does It Work

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FeaturesdoogiePIM is a Personal Information Manager application with the following features:

General Clean and intuitive user-friendly interface. User Interface can be customised and moved around to fit how you want to work. Truly portable. Take your doogiePIM with you on a USB drive and use it on any Windows PC.

Installation isn't needed. Create different interface layouts for writing, designing, journal keeping. Store a huge number of records in a tree-like easy-to-organise fashion inside a single

portable file. Easily link a record to another record. Low memory use. Database can be password protected and encrypted using strong encryption methods.

Built-in Web Browser Based on the latest Chromium rendering engine. Fully featured tabbed browsing. Advert blocking. All cookies, cache and temporary files are all contained in one simple folder for immediate

management. Integrated with a powerful Bookmarks system. Store thumbnails for easier identification. Bookmarking records includes details such as Rating, Date Checked, Simple login credentials,

fully rich text comments and more.

Tasks Comprehensive and powerful tasks management. Unlimited number of tasks can be added. Tasks can be added and managed within folders. Tasks can be assigned directly to a calendar user. Quick tasks can be added and edited without the need for the details windows. List view can be customised by showing selective columns. Tasks can be coloured and flagged with a marker for instant visual recognition. Tasks can be categorised and typed with customisable items. List view facility search to find tasks with optional search modes. Tasks can be linked to other database records such as events, contacts or notes. Comprehensive task detail fields. Tasks progress and done status can be quickly marked from the list view. List view can filter all due tasks today, due this week, this month or all tasks. Tasks can have unlimited nested sub-tasks.

Password Manager Vault Password Tools include a password generator. Comprehensive password management secured behind a second access password. Unlimited number of vault items can be added. Store finance cards, software registrations, bank details, company information or just regular

passwords. Full rich text description for entering formatted text, tables or images. List view can be customised by showing selective columns.

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Items can be coloured and flagged with a marker for instant visual recognition. Card View display for easier reading Quick search using tabs or query. Comprehensive item detail fields.

Calendar Comprehensive and powerful calendar. Can be shown as a single day, a week, a whole month or a custom number of days. Events can be moved and resized in the calendar easily with the mouse. Events can be coloured, categorised and flagged with markers for better recognition. Allows all-day events and events that run over more than one day. Time Bar intervals for a day view can be customised from hourly to every single minute. Multiple users or resources can be added and shown as individual calendars. Users can be customised with different colours and icons. Users are integrated with the tasks section to show a summary of current or all due tasks. Events can be linked to other database records, such as contacts or notes. Events can be shared with more than one user. Quick access navigation buttons to jump to a particular day, previous or next event. Mini month calendar can be resized showing only one month or more. Calendar can be customised with working day start and end times. Printing facility enables you to obtain a hard copy of the visual calendar. Events can be assigned a reminder to automatically go off at a particular time with an

optional sound effect. Events can be categorised and typed with customisable items. Events can be recurring with comprehensive recurring settings. Search facility to find an event with optional search modes.

Contacts Comprehensive and powerful contacts management Unlimited number of contacts can be added. Contacts can be added and managed within folders. Two different views, Card View or List View. Views can be sorted and customised by showing columns or selected fields. Contacts can be coloured and flagged with a marker for instant visual recognition. A reference image can be embedded into a contact record. Unlimited Email addresses can be added to a contact. Unlimited URL's can be added to a contact. Unlimited telephone numbers can be added to a contact. Unlimited extra fields can be added to a contact. Emails, URL's and telephone numbers can be launched and dialed easily from the details or

the list view. Quick key search to find a contact quickly. List view search facility to find a contact with optional search modes. Contacts can be linked to other database records such as events or notes. Comprehensive address and personal detail fields.

Notes and Documents Comprehensive and powerful documents management. Unlimited number of notes can be added. Notes can be added and managed within folders. Highly comprehensive Notes Editor gives a vast array of formatting facilities including tables,

images, paragraph settings and auto-enumerated lists. Notes can be linked to other database records such as events, contacts or other notes. Auto Correct facility can automatically correct miss-spelt words.

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Spell Check As You Type can mark words automatically that are miss-spelt without the needfor you to issue a spell check command.

Text and images can be moved and dragged around the editor with the mouse. OLE compliant so you can drag text, URL's, Email addresses or images from other OLE

applications such as Internet Explorer. Integrated editor ruler gives interactive control to position and create tabulation markers,

alter the columns of a table, adjusting page margins and paragraph indentation. Images can be resized interactively with the mouse. Hyperlinks can be added with control over colour and style. Automatic URL and Email detection auto-marks recognised addresses. Insertion of editor data including multiple width divider lines, current date and time. Notes editor is opened as a separate window so you can work on more than one note at a

time, or work on notes while accessing contacts for example. Can import TexNotes, RTF, Word or plain text files. Can import images such as JPG, PNG or BMP files Printing facility with print preview.

Email and RSS Feed Reader Easy access and management of your email messages within structured tree views. Secure login using TLS/SSL supported. POP3/IMAP4 mail accounts. Built-in News Feed Reader for RSS, XML, Atom and RDF data feeds. Automatic spam checking by use of DNSBL (Black Listed domains). Whitelist and Blacklist facilities Send messages as Rich Formatted text, Plain Text, or both. HTML rendering of messages is not prone to scripting viruses, making email reading safer. External images are automatically blocked from messages.

Journals Comprehensive and powerful daily journal management. Unlimited number of journals can be added for a day. Journals can be added and managed within a navigational month calendar. Journal Editor uses the Notes Editor to give you comprehensive editing facilities. Entries can be linked to other database records such as events, contacts or notes. Journal entries can be dragged and moved to different days in the navigational month

calendar.

Noteboard for Brain Storming Unlimited number of Noteboards can be added. Noteboards can be added and managed within folders. Noteboard editor offers comprehensive editing facilities. Free floating Note Blocks can contain rich formatted text and images. Note Blocks can be moved anywhere around the canvas. Blocks can be linked to other Blocks with visible connector lines. Noteboard Blocks can be linked to other database records such as events, contacts or notes. A Noteboard canvas can be as large as you want. Note Block arrangement facilities such as random scatter and rotate. Blocks can be customised with different colours. Text in a Block can be edited quickly. Noteboard document can be exported as a bitmap or a HTML file.

Year Planners Ideal for brain-storming an annual plan. Unlimited number of different planners can be added.

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Different Planners can be added and managed within folders. Comprehensive planner customisation including colours and borders. Planner events can be added directly into the planner. Events can be categorised for instant visual recognition. Events key guide can be customised with different colours and names. Planner Events can be linked to other database records such as contacts or notes. Customisable view to show a single month up to a full year.

Reports Very flexible report parameters. Reports give you on-screen details of your data. Report can be printed. Text on a report can be selected and copied to the clipboard. Built in reports include a list of birthdays, anniversaries, list of tasks and contacts list.

Scratchpad Unlimited number of text phrases can be added. Phrases can be added and managed within folders. Control Quote Of The Day on your Home summary page. Phrases can be used as input into web browser fields.

Icon Library Huge number of icons can be added. Icons can be added and managed within folders. Icons can be used in the Navigator folders for contacts, notes, journals, planners and

noteboards.

Databases Unlimited number of databases can be created. Database size is limited only by disk space. Database files are specially optimised single file databases. (uses the same technology as an

operating system’s file/folder structure for greater stability) Optional password option encrypts the data for total security. Automatic data recovery in case of database corruption. Backup and restore facility with further encryption to protect the security of your backup files.

Flexible Folders Navigator Easy access and management of your data within structured tree views. Choose from supplied art, different folder icons to spice up folders The text of Folder Properties can be edited. Automatic or manual Navigator tree sorting. Navigator items can be moved up or down, overriding the automatic sorting. You can have practically unlimited number of folders and sub-folders. Comprehensive user-defined folder naming facility. Customisable folder font style, size, face and colour.

Full Text Search Fast and easy indexing. Index every word in your database. Search options to direct search into any or all sections. Automatic indexing after changes or manual indexing.

Portable USB Capable Settings and Preferences are not stored in the registry.

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Install directly to a USB / Flash Memory Stick. An easy way to carry your doogiePIM application with you.

Productivity Tools to make the difference Generous amount of menu keyboard shortcuts. Quick access to functions with a variety of context specific right click menus. Can launch default web browser from doogiePIM. Ability to launch email client directly from doogiePIM. Ability to launch your default telephone dialer from doogiePIM. Generous amount of icons to customise the look and feel of doogiePIM. Commonly used phrases for speedy text entry. Home Page gives instant summary of your data. Many output reports and pages, including the Home Page or records details, can be printed. Search the Web by selecting text.

Resources and Users Manage your important resources in a dedicated section. Resources can be sign-in users with access control and permissions. Resource may be Stock items, Books, Cars, Rooms, anything… Assign an image to a resource. Create an automatic calendar for a resource. Direct Linking of Resources in Finance Transactions.

Finances Manage money transactions in a dedicated section. Resources and Contacts can be directly linked to a transaction. Create linked sales, purchases and banking transactions.

Built-in Power Tools to help Spell Check with over 30+ dictionaries available. Powerful Roget's Thesaurus. Icon Library to store your own custom icons ClipArt Explorer Protect your database with a Password facility. Scratchpad for frequently used words and text saves time re-typing them. Character Symbols Grid

Customise doogiePIM User defined colouring for data displays. Ability to show or hide various parts of the window to save more screen space. Toolbars can be moved and info panels can be hidden to save valuable desktop space. Main Toolbars can show small, medium or large icons. With or without captions. Customisable Home Page to display a snapshot of your day-to-day activities. Folder and record Flag Markers, Categories and Types can be added as to your needs.

Related TopicsIntroductionComponentsHow Does It Work

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How does It Work?After installing doogiePIM, all you have to do is to start the application, go through it's settings, add andorganize folders or import existing Contacts, Notes, Tasks and Events.

doogiePIM's ease of use almost makes this help file unnecessary.

doogiePIM offers many ways to access it's functions quickly to increase your productivity. There are afew shortcut icons, handy right-click menus and context sensitive help options for smooth operation.There is also a handy MiniBar as a separate window on your desktop to access doogiePIM information atany time.

doogiePIM creates it's own desktop and system tray icons once the installation is completed. Doubleclicking on the desktop doogiePIM icon will launch the application.

A more detailed description of using doogiePIM can be found in these help files, "Using doogiePIM"section. You may wish to begin with the Getting Started page.

Related TopicsIntroductionComponentsFeatures

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Getting Started

The Home PageWhen you launch doogiePIM for the first time, you will be presented with a Home Page with someintroduction text. Around this page you will notice the Main Menu, Main Toolbar on the top, and theMain Section Toolbar on the left.

The main toolbar on the left can be moved to the bottom or the right-hand side as desired. (Right clickthe menu and choose 'dock to' position)

The Home Page that is displayed first is a summary that can display events that are due, tasks that needto be done and notes or other records that have been specially marked. This information summary isonly displayed when there's a database open.

See the help section "Introduction to the Home Page" for more information.

All the data records in doogiePIM is stored in a database file. By default this database is called "Data.doo" and resides in the folder where you installed to,

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for example:"c:\Bitespire\doogiePIM\Data Files\Data.doo"

You can create a new database at any time by selecting from the main menu, "File / CreateDatabase". If you have used a previous version of do-Organizer 4.5+ or Harmony version 1+, you can continueusing that database file. All you will need to do is rename the file extension to .doo and then chooseFile | Open Database.

See the help section "Database Files" for more information.

Depending on your work focus point, it may be Contacts, Notes or something else. Click on the MainSection Toolbar buttons and explore.

Some sections, like Contacts, have a Tree View with a default root folder and underneath some defaultfolders. While some other sections has a default root folder, underneath some default folders anddocuments. You may add as many sub-folders and documents as you need, where applicable.

See the help section "Folders" for more information.

The Calendar and Journal are the only sections without a root Tree View because the data is date andtime specific. So you may think of the calendar dates as your folders and the items can be inside thedates of the calendar for a particular day.

The tree view is used to organize your data into a logical fashion that makes locating items faster. Thefolders in the tree view Navigator can be customized to enhance the visual reference point by changingfolder text, replacing default folders icons with different ones from the supplied icon art. Quick access tothese handy items are facilitated through right click menus.

Further information can be found in the relevant help sections.

ContactsThis section is used for adding names and addresses of your personal and business contacts. You mayenter text details and assign a reference image to identify the contact.

MessagesThis section works like a normal e-mail client. It can send and receive e-mail to and from a valid IMAP4,POP3 or SMTP server. Multiple accounts can be created and e-mails can be composed with rich textformatting. You can also use the Messages section for reading RSS feeds from the web.

BookmarksThis is a website and Internet bookmark manager, similar to the one you find in your default browser butit is much more advanced. You can add much more information to the URL with and without thumbnailsfor ease of locating the website.

VaultWhen you want to protect certain information, such as credit card details or passwords for your safe,then you can add these records into the Vault section. When the Vault is closed or locked then you needto specify the correct password to access it. By default there isn't a password assigned, so it is wise to set

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one when you first launch the Vault section.

IMPORTANT NOTE: You must remember your password to get into the vault, otherwise you won't be able to accessthe information inside it. Don't put the vault password as a record inside the vault.

CalendarWhen you want to be reminded of an event on a specific day, you can enter a scheduled event in theCalendar.

TasksTasks are events or work that may or may not have a specific date and time. You could enter commontasks or work on particular projects and assign a Due Date.

JournalAn ideal place to store a daily diary. This section is similar to Notes with the exception of the foldersnavigator. Instead, a calendar replaces the folders so you navigate your main daily journals by date.

NoteboardA simple but powerful tool to "map out" an idea. This could also be used to create an organizationalchart, a family tree or a complicated process. Blocks are added then these Blocks can be linked with linesso you can visualize an overview in a clearer fashion.

PlannerFor an overview of a year, you can add multi-day events in this planner.

DocumentsA powerful notes organizer. You can store rich text, fully formatted, images and hyperlinks. The Notesfacility has a comprehensive formatting abilities so you can create tables and format text with differentcolours and font sizes.

ResourcesIn this section, you can store and manage items that are important to you, such as some stock, booklibrary or staff. You may also assign some resources to be viewable directly in the Calendar section. Thisis useful when you are scheduling a person's events or maybe hiring out a car or meeting room. Withinthe Resource record is the ability to assign database access permissions. So if a Resource is a person youcan grant access to the database with certain permissions to access only certain area and folders.

FinanceMoney can be organized in this section. You may enter financial transactions with details such ascategory. You may also link it directly to Resources and Contacts. Therefore, you could have saleablestock in the Resources and Contacts as customers. Now you have the ability to record sales transactions.

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Introduction to Database FilesdoogiePIM is designed and built as a multi-file application using a reliable and stable database engine.In other words you can have more than one database file, however, only one database can be open andloaded at any one time.

The data you store in doogiePIM is saved to a special database file on your hard disk. The location ofthis file can be wherever you choose it to be. By default it is stored in a sub folder from the locationwhere you installed doogiePIM;

When doogiePIM is first installed, it sets up some default folders, as follows.(Note: this depends on the installation and is assumed you have chosen the defaults)

Default folder storage for databases:

c:\BiteSpire\doogiePIM\Data Files

This documents folder where DON files (doogiePIM Rich Text Documents) are located:

c:\BiteSpire\doogiePIM\Data Files\doNotes

Any doNotes received over the Network (LAN) is stored in:

c:\BiteSpire\doogiePIM\Data Files\doNotes\Received Notes

Query Scripts (SQL) are located in:

c:\BiteSpire\doogiePIM\Data Files\Query Scripts

Templates used by the Address Labels and Notes are located in:

c:\BiteSpire\doogiePIM\Data Files\Templates

Dictionaries used by doogiePIM should be located in:

c:\BiteSpire\doogiePIM\Dictionaries

Unlike other single file applications, you do not need to save the database each time you add or edit arecord.

When you add a new record, such as a contact, by clicking on Save on the record window the data isautomatically placed into the database.

Other files, such as doNotes, are separate file documents that are not stored in the main database. Theyare normally stored in the Data Files folder, however, you may wish to save them to your own workfolders as and when required. It is advisable to have a common data folder that all work is saved intoand probably with sub-folders. This helps when you make a backup of just the main folder withouthaving to hunt around your disk trying to locate files.

When you want to backup data from doogiePIM, all you would have to do is to backup "Data Files" andinclude all the sub-folders.

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See Backups for more information about making Backups.

Related TopicsCreating New Database FilesOpening A Database FilePassword ProtectionRepairing and Optimizing Database Files

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Creating New Database FilesYou can create as many databases as you wish, limited only by disk space.

To Create A New Database

On the Main Menu choose "File/Create Database".

You will be presented with the standard Windows Save dialog. Navigate to the folder on the diskwhere you want to save the new database to and enter the name of the database in the filenameinput box.

After clicking on Save, your new database is created and is automatically opened ready for enteringdata.

Related TopicsIntroduction to Database FilesOpening A Database FilePassword ProtectionRepairing and Optimizing Database Files

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Opening A Database FileOpening a database is just like opening a file in any other application. There is a "recently openeddatabases list" in a history in the Main Menu as well as the Main Toolbar, so you don't need to keepusing the open dialog. doogiePIM also will automatically open the last database you had open in theprevious session.

To Open An Existing Database

Either:From the main menu, choose "File/Open Database", orChoose from the recent open history available as a submenu, or

Click on the main toolbar icon "Open Database".

Related TopicsIntroduction to Database FilesCreating New Database FilesPassword ProtectionRepairing and Optimizing Database Files

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Password ProtectionYou may need a confidential database file for storing sensitive data. When a password is assigned to adatabase, doogiePIM will encrypt the data. Besides restricting others to access your password protecteddatabase, this also means other applications, such as file explorers and viewers, will not be able to lookat the raw data.

To Protect and Encrypt a Database

1. Open a database file that you'd like to protect with a password, if not already open.

See Opening A Database file for more information.

2. From the File menu select Set or Change Database Password command.

3. Enter your desired password in Enter the NEW password field on the Password window. You willnotice there is Enter the NEW password, again field. This is to confirm your password just enteredinto the password field.

4. It is important, if you are trying to change the password to a different one, to enter the oldpassword in the field Enter the EXISTING password. You can not change the password withoutknowing and entering the old password.

5. Choose the encryption method used to protect this database. All methods are strong and providegood protection.

Once finished, click on the OK button to accept it or click on the Cancel button to disregard.

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IMPORTANT NOTE: Please remember your password. It is practically impossible to open your protected database filewithout the correct password.

The new password takes effect immediately. Next time you or anybody else tries to access a passwordprotected database file they need the correct password to open the database.

Encrypting the database may take a few minutes, depending on how much data there is, so be preparedfor a slight delay after clicking OK.

Related TopicsIntroduction to Database FilesCreating New Database FilesOpening A Database FileRepairing and Optimizing Database Files

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Repairing and Optimizing Database Files IMPORTANT NOTE:

Before making any kind of repair or optimization of a database, it is highly advisable to make abackup first. You could either use your own backup utilities or use the backup facility provided bydoogiePIM.

See Making Backups of Data Files for more information.

You should not make any changes to the database while any repair, backup or optimization is running asthis could corrupt your data.

To Repair a Database

On the Main Menu choose "File/Repair Database".

You will be given an option to confirm starting. Click on OK to start the repair process. After a while(depending on how large your database file is) you will be shown a summary of the repair process.

To Optimize a Database

On the Main Menu choose "File/Compact Database".

You will be given an option to confirm starting. Click on OK to start the compress process. After awhile (depending on how large your database file is) you will be shown a summary of the process.

If you use your database every day, it is advisable to Compress your database at least once a month.This will reduce the size of your database file and remove any unneeded data left over from deletedrecords.

Related TopicsIntroduction to Database FilesCreating New Database FilesOpening A Database FilePassword Protection

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FoldersThe Folder's Navigator area, in each of the relevant sections in doogiePIM, is the central point foraccessing and organizing the section's items. The folders are located on the left side of the section as aTree View.

The Calendar is the only section without a Tree View because the data is date and time specific. So youmay think of the calendar dates as your folders and the items can be inside the dates of the calendar fora particular day.

The tree view is used to organize your data into a logical fashion that makes locating items faster. Thefolders in the tree view Navigator can be customized to make things easier to see by changing foldertext, replacing default folders icons with different ones from the supplied icon art. Quick access to thesehandy items can be made through right click menus.

It offers flexibility and rich visual reference for ease of use and quick access. After adding, editing andrenaming folders and sub-folders you can manipulate them in various ways.

Related TopicsMoving and Sorting FoldersCustomizing Visual Appearance of FoldersChanging a folder's iconChanging a folder's font and colour

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Adding, Renaming and Deleting Folders

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Moving and Sorting Folders

Moving a folder up or downIf you choose to manually move a folder item up or down from it's position, the Navigator willautomatically switch off it's automatic sorting and will keep the items in the position where you chooseto move them. If you switch Name Sorting back on, the manual positioning will be lost in favour ofalphabetical sorting.

Folders can only move up or down within it's level. In the image example above "Inland" can't move anyhigher than it's current level and "Internet" cannot move any lower.

To manually move a folder item up or down

First select the folder you wish to move.

Click on the Navigator Toolbar icons "Move Up" or "Move Down", or, Right Click on the Navigator and choose from the context menu, "Move Up" or "Move Down".

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You could also press the keyboard shortcut equivalents:Ctrl+U to move the folder up, orCtrl+D to move the folder down.

Moving a folder inside a different folderYou may wish to move folders inside different folders, for example: when re-organizing items into abetter way. The Folders Navigator allows you to move any folder except for the Section Root Folder toany other folder.

To move a folder to a different folderTo move a folder around just select the folder you wish to move, hold down your left mouse buttonand drag it onto the desired folder and release your left mouse button.

Related TopicsFoldersCustomizing Visual Appearance of FoldersChanging a folder's iconChanging a folder's font and colour

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Adding, Renaming and Deleting Folders

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Customizing Visual Appearance of FoldersYou can change the default font name, colour and style of any folder in the Navigator. You also canchange the icon to a more descriptive one that best suits your needs.

doogiePIM allows you to change various visual properties of a folder item, such as:

Font name, eg: "Arial" Font size, eg: "10 point" Font style, eg "Bold, Italic" The text colour, eg: "Red" The icon Borders and background

See Changing a folder's font and colour for more information

Related TopicsFoldersMoving and Sorting FoldersChanging a folder's iconChanging a folder's font and colourAdding, Renaming and Deleting Folders

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Changing a folder's iconTo make a folder visually easier to recognize, it is handy to change the icon of a folder to indicate it'scontent or purpose. doogiePIM comes with a large built in library with a variety of icon designs. You maychoose any of these designs as an icon for a folder.

To change the icon of a folder

Either:Left Click on a Folder's Icon within the Navigator. If this doesn't work, ensure the relevant setting is

enabled in the following Settings.

Right Click on a Folder's name and choose from the popup menu, "Properties". Then choose the "Display" tab, Then click on the large Button "Choose icon...".

You could also press the keyboard shortcut equivalents:Ctrl+R to launch the "Properties" window.

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With the Icon Library window open, navigate to a folder you wish, for example "Books", then select anicon on the right hand side listing.When you are satisfied with the icon you want, Click on OK to accept the choice, or click on Cancel tocancel the choice.

Related TopicsFoldersMoving and Sorting FoldersCustomizing Visual Appearance of FoldersChanging a folder's iconChanging a folder's font and colourAdding, Renaming and Deleting Folders

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Changing a folder's font style, size and colourYou may wish to highlight a folder's importance or purpose by changing the colour or the font style andsize of the folder's name, for example: bold red, to indicate it's an important folder.

If a folder is selected, ie: it is the current folder, then doogiePIM uses the default Windows systemhighlight and font colour (in this state you would not be able to see your folder's custom font colour,however, the style and size is unaffected.)

To change a folder's font name, style and colourFirst select the folder you wish to change, then:

Left Click on the Navigator Toolbar icon, "Properties", or,Right Click on a Folder's name and choose from the popup menu, "Properties". Then choose the "

Display" tab.You could also press the keyboard shortcut equivalents:

Ctrl+R to launch the "Properties" window.

With the Folder Item Properties window open.

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Tick the checkbox "Use customized font style and colour"(If this is unchecked, then the folder will use the Windows standard font style)

Change the properties; Font Face, Size, Colour and Style accordingly to your preference. The largerectangle under the properties gives a visual indicator of what the folder text will look like.

When you are satisfied with the display style you want, Click on Save to accept the formatting, orclick on Cancel to cancel the formatting.

Related TopicsFoldersMoving and Sorting FoldersCustomizing Visual Appearance of FoldersChanging a folder's iconChanging a folder's font and colourAdding, Renaming and Deleting Folders

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Adding, Renaming and Deleting FoldersAdding new folders and sub-folders is an easy process using either the Navigator Toolbar, Right-ClickMenu or the Main Menu.

Folders or Sub-Folders - what's the difference?There is no real difference between a Folder and a Sub-Folder. The terms are used to describe the itemsin the Navigator. A Sub-Folder is just a normal Folder but it's location (or level) is inside another folder:

In reality they are all sub-folders because they all belong under the section root folder. When you add aSub-Folder, the new sub-folder will be directly under the selected folder. However, if you add a Folder,the new folder will be on the same level as the selected folder. eg: "Business" is on the same level as"Family" and "Friends", but "Abroad" is a sub-folder of "Business".

Adding, Renaming and Deleting

To Add a New FolderEither:

Click on the Navigator toolbar icon Add a New Folder, or,From the Main Menu select Navigator/Add a New Folder, or,Right Click on a Folder's name and choose from the context menu, "Add a New Folder".You could also press the keyboard shortcut equivalent: Ctrl+A

The new folder is then added and goes into edit mode so you can type in the appropriate name for

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your new folder.

To Add a New Sub-FolderFirst select the appropriate parent folder:

Click on the Navigator toolbar icon Add a New Sub-Folder, or,From the Main Menu select Navigator/Add a New Sub-Folder, or,Right Click on a Folder's name and choose from the context menu, "Add a New Sub-Folder".You could also press the keyboard shortcut equivalent: Ctrl+F

The new sub-folder is then added to the selected parent folder and goes into edit mode so you cantype in the appropriate name for your new sub-folder.

To Rename a FolderEither:

Click on the Navigator toolbar icon Rename, or,From the Main Menu select Navigator/Rename, or,Right Click on a Folder's name and choose from the context menu, "Rename".You could also press the keyboard shortcut equivalent: F2

To Delete a FolderFirst select the folder you wish to remove. A folder can't be deleted if the selected folder hassub-folders or contains records, eg: contacts:

Click on the Navigator toolbar icon Delete, or,From the Main Menu select Navigator/Delete, or,Right Click on a Folder's name and choose from the context menu, "Delete".You could also press the keyboard shortcut equivalent: Del

Related TopicsFoldersMoving and Sorting FoldersCustomizing Visual Appearance of FoldersChanging a folder's iconChanging a folder's font and colour

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List ViewThe records in doogiePIM can be listed in a traditional grid called a List View. The list view consists ofcolumns of data. When you choose a folder from the folder's navigator, the contents of that folder isshown in the list view area which is typically on the right side of the Navigator, or in the case of someutility windows like the Database Search, it has it's own window area.

Most of the list views in doogiePIM can be printed or exported as CSV.

See Printing Contents of a List View or Exporting Contents of a List View for more information.

The list view can be sorted by any of the columns, and you can resize and reposition the columns asneeded.

To Sort A ColumnLeft click on the column's header. The column will show a small arrow to denote the sorting order.

In the example above, the currently sorted column is "Type". To reverse the sorting, click on thecolumn header again.

To Select An Item In The List ViewLeft click on the corresponding row in the list view, the item is highlighted when the whole line

appears as one solid background colour. The colour depends on your system settings and visualstyle.

To Move An Item From The List View To A Different FolderThis only applies to relevant sections such as Contacts, Tasks, etc.

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You can move an item from one Navigator folder to another by selecting the item in List View youwant to move, then left click and drag the mouse over to the folder in the Navigator window whereyou want the item to be.

Customizing The List View

To Resize A ColumnLeft click and drag on the line between two columns. Move you mouse left or right to visually size

the column as needed.

To Change The List View Display FieldsRight Click on the column's header of List View and choose from the context menu which column

to show or hide.

Related TopicsFoldersIntroduction to ContactsManaging ContactsLinking ContactsSearching ContactsCommunicating With ContactsCard View

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Card ViewThe records in doogiePIM can be listed in a special formatted page called a Card View. The card viewdisplays columns of records in a similar fashion to traditional business cards. The information in the cardrepresents the details of the record. It can display the records's thumbnail image (if any), company name,telephone numbers, e-mail and addresses. When you choose a folder from the folder's navigator, therecords located in that folder are shown in the card view.

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The card view is always sorted by the primary field, in the case of Contacts, it is the "File As" field.

To Select A Record In The Card ViewLeft click on the corresponding record in the card view, the item is highlighted when the whole card

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has one solid border colour. The colour depends on your system settings and visual style.

Customizing The Card View

To Resize Card View Columns

Left click and drag on the right hand border of a record card. Move you mouse left or right tovisually size the cards as needed.

To Change The Card View Colours and Margins

NOTE: Not all sections have this option.

From the Main Menu choose "View/Customize Card View", orRight Click on the Card View and choose from the context menu "Customize Card View"

When the customize window is displayed, choose the tab labeled "Card View Options". On this tabpage change the colours and fields in accordance with your preferences.

Click on Apply to immediately see the effect of your preferences in the Card View.Click on OK to save the changes or click on Cancel to cancel the changes.

Related TopicsFoldersIntroduction to ContactsManaging ContactsLinking ContactsSearching ContactsCommunicating With ContactsList View

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Exporting Contents of a List ViewMany of the List Views in doogiePIM can be exported. The resulting output and format is not exactly thesame as the list, but rather a plain text form. This enables you to extract a list to a CSV file. This is ideal insituations when you want to preserve a result of a search, a filtered list of tasks or a contacts list.

Before exporting, first populate the list with the data you want, either by, in the case of a section, byselecting the appropriate folder or, in the case of a Database Search, by conducting a search or runninga query script.

To Export A List View

(if a sections list view) Choose from the main menu "File/Export/List of ...".

The standard Windows Save Dialog is then displayed:

Choose a folder and filename for the exported document and choose which file type you want fromthe file types combo box. Then click on Save to create the new document. Valid file types are: TabDelimited Values and Comma Separated Values.

The CSV File Types

Tab Delimited Values (CSV)This means each column will be separated by a tab character.

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Each column's data is always enclosed in speech marks and the first line is a list of the list view columnnames.

An example would be:Column1 Column2Mr.Smith Manager

Comma Separated Values (CSV)This means each column will be separated by a comma character.

Each column's data is always enclosed in speech marks and the first line is a list of the list view columnnames. If there is a speech mark in the data text, then the export will insert a double speech mark: ""

An example would be:"Column1","Column2""Mr.Smith","Manager"

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Importing DataData from disk files can be imported into doogiePIM in the relevant sections. To import contacts youmust first go to the contacts section. If you want to import Outlook calendar events then you need to goto the Calendar section in doogiePIM.

Depending on the section, you can import data from the following formats:

Section File Types

CalendarTimed Events Manager

CSV (Tab and Comma delimited)Outlook direct link

TasksTask Manager

CSV (Tab and Comma delimited)Outlook direct link

ContactsContacts Manager

CSV (Tab and Comma delimited)Outlook direct link

DocumentsNotes and Documents

(See here for supported rich text types)Outlook direct link

JournalDaily Journal Entries

(See here for supported rich text types)

NoteboardNote Blocks

Same as Documents with exception of TexNotes format and Outlook

MessagesEmail Client

Outlook direct linkOutlook Express DBX filePlain email EML fileOpera MBS fileThunderbird fileGeneral MailBox file (MBX)

VaultPasswords

CSV (Tab and Comma delimited)GuardMax GPF file

BookmarksURL Bookmarks

CSV (Tab and Comma delimited)Opera ADR fileNetscape/Mozilla/FireFox/Chrome compatible Bookmarks HTML fileSurfGem GBF file

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Importing from a file

To Import... from a file

First go to the section concerned, eg: Contacts, thenChoose from the main menu "File/Import/Import ... from File ...".

The standard Windows that will Open Dialog are displayed here in 3 steps:

Step 1: Choose Import data into doogiePIM

Step 2: Choose which type of data you wish to import

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Step 3: Choose the data type you want to import. Click the Location to import to see morechoices

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Navigate to the file name for the document file you want to import. You may need to choose thetype from the "Files of type" drop-down list in order to see the files. Click on the file then click onOpen to start the import.

Some file types may lead you to a confirmation dialog asking for further information. Follow theon-screen instructions of the displayed dialog.

The final imported data will be located in the current folder, in the case of some sections like contacts.

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Importing Data from OutlookdoogiePIM can link to Outlook 2003+ to import data records directly. This will enable you to choosewhich Outlook folder you want to insert into your doogiePIM database.

Outlook data can be imported into Contacts, Calendar and Tasks.

To Import... from Outlook

First go to the section concerned, eg: Contacts, thenChoose from the main menu "File/Import/Import from Outlook...".

The following window is then displayed:

Navigate to the folders from the lists on the left, eg: if you are importing into the Contacts sectionthen click on one of your Outlook folders that have contacts in them. These can be easily identifiedbecause they are marked in bold.

There are various options to control import. Use the options to specify what happens whendoogiePIM meets a record that is already in your database.

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If you're importing into the doogiePIM Calendar, you will need to choose which Resource therecords will be placed in. If you haven't setup a Resource yet, now is a good time to do that.

When you have chosen the folder and set the options, click on Start. Depending on the size of thedata and the number of records, there could be a few minutes delay.

NOTE:You might notice there's a security dialog that pops up when you access Outlook data. Simply setthis time to about 10 minutes and click on Yes. This dialog is simply a warning to say thatdoogiePIM is looking at Outlook data.

The final imported data will be located in the selected current folder.

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Importing into Documents, Notes and CommentsThere are several ways to get data into a note editor. This could be the note of a Document or thecomments in a record such as a Contact or a Bookmark. Either by using Copy/Paste functions or youcould insert or import the data. A quick and simple way of inserting data into a note is to use the BiteSpire Files Explorer, locate the file you want, and drag the filename to the point in the note contentwhere you want the file to be inserted.

To Insert a File into an existing Note

This is useful for insert templates into a note. First make sure the edit cursor is positioned where youwant the content to be inserted, then:

Select from the Insert menu Insert file, orClick on the "Insert File..." icon on the Insertion toolbar under the editor.

You will see the familiar open dialog window. Choose a file type from the combo box drop down.Browse to the file you want and click on Open and the file will be inserted into the document.

To Add a File Into the Documents Section

This only applies to the Documents section.

First select the item in the Navigator where you want the new Note Item to be added to, then:Select from the File menu Import as New Note

You will see the familiar open dialog window. Choose a file type from the combo box drop down.Browse to the file you want and click on Open and the file will be added to the Navigator. If you havechosen a TexNotes file, then there will be more than one note added because TexNotes comprises ofmany documents inside a single file.

CSV filesCSV (Comma Separated Values) is a common format used by many database style applications, such asMicrosoft Excel and MS Address Book. You will probably find the ability to export text data from manydatabase applications as CSV. It provides a common way to distribute data from one application toanother.

doogiePIM can except CSV data files and will render them as a table in a note.

See Tables for more information.

To import CSVFirst Position your edit cursor in the edit canvas of where you want the table of data to be placed.Then;

Select from the Insert menu Insert CSV file as a table.

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Then you will see the standard Windows file selector. Choose your CSV file then click on Open. A newwindow will appear with a data grid (not a table), showing the fields and lines of your data. You willalso see some input fields under the data grid to define some default table properties.

See Tables for more information.

After you have defined your basic parameters, click on OK to import the file or click on Cancel toabort the importing. After you click on OK, a table will be created in your current document, whereyou can use the Table Properties to enhance and edit the table to your requirements.

Microsoft Word documentsIf you have Microsoft Word installed on your PC, then doogiePIM will detect it and will be able to importlimited MS Word documents.

Please Note: Most MS Word documents contains a lot of formatting that doogiePIM doesn'tunderstand, so your imported file may look a little different.

Future versions of doogiePIM will have it's own native import filters, but if you need text from MS Worddocuments into doogiePIM right now, currently, this is the alternative solution to copying and pasting. Ifthe document fails by using the DOC file type try using the RTF file type instead.

Related TopicsImagesHyperlinksTablesParagraphsExportingImportingSpell CheckingThesaurus

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Introduction to the Home PageThe Home Page of doogiePIM serves as a reference summary and dashboard for your data you havestored in your database. The Home Page can list the last few added contacts or important notes flaggedwith special markers. It could also display today's events and tasks due.

You can choose from the many items you wish to include in the home page by clicking on "CustomizeHome Page".

Related TopicsIntroduction to the Home PageChanging The Home Page

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Changing The Home PageThe Home Page can list the last few added contacts or important notes flagged with special markers. Itcould also display today's events and tasks that are due.

To Change The Home Page

Either:Right click with your mouse on the Home Page display, then click on the menu option menu "

Customize Home Page", orClick on the "Customize Home Page" hypertext link normally located on the top right of the Home

Page.

With the Customize Home Page Dialog Window open, edit the details as needed:

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Style The home page styles, accept "Introduction", has a reserved area onthe page to include a custom header image. You could load anddisplay your own image, if it's not too large, such as your company'slogo or your partners photograph.

Enter the full path name to the image,eg; C:\My Documents\CompanyLogo.pngor, better still, click on Open to interactively navigate to the chosenimage file.

If you wish to position the image, choose from the radio buttons;Above or Below the Quote of the day.

Events Show Events DueWith this ticked, the Home Page will show a list of events due. Use thecombo box to choose which range of events you want to see;Due Today, Due This Week or Due This Month.

Show name of Resource:This is helpful when you have more than one Resource. If this is ticked,the home page will show the Resource's name next to the subject lineof the event.

Tasks Show Tasks DueWith this ticked, the Home Page will show a list of tasks that are due.Use the combo box to choose which range of tasks you want to see;Due Today, Due This Week or Due This Month.

Show tasks with no due date:If this is check-marked, the home page will list any tasks that don'thave a due date assigned. When unchecked, the list won't includethem.

Show name of Resource:This is helpful when you have more than one Resource. If this is ticked,the home page will show the Resource's name next to the subject lineof the task.

Flagged Which Data To ShowPlace a tick next to the database section you want to show thatcontains flagged markers.

Which Flag to ShowPlace a check-mark next to which flag markers you want to see on thehome page.

eg: If you have flagged a Note with "todo" that you want to alwaysdisplay on the home page, so you have quick access to it. You wouldtick "Notes" in the "Which Data To Show" list, and tick the "todo"flag in the "Which Flags to Show" list.

See "Flag Markers" for more information.

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Last Added Which Data to IncludeThis will enable the home page to list the last x number of recordsadded to your database. Place a tick next to the database section youwant to show.

Maximum number of itemsEnter the top limit for the list of last added items. By default, this is 5,so the home page will only list the last 5 items added from theselected sections.

When you are satisfied with the details you have entered, click on OK to save or click on Cancel tocancel any changes made.

Related TopicsIntroduction to the Home PageChanging The Home Page

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Introduction to BookmarksWith doogiePIM you can store URLs, Web site addresses and Internet sites. The difference to yourbrowsers bookmarks system to doogiePIM is that doogiePIM can store much more information aboutthe URL plus you can assign a thumbnail image and have rich formatted text as comments.

Launching a URL can be done in the list view of the URLs section or use the handy drop down button onthe MiniBar to locate and launch the website.

The Bookmarks section can not only store and manage your URLs but also integrates a full web browserdirectly into the section. You can set the layout of this section depending on your focus, whether you aremanaging your bookmarks or using the browser.

You can switch the layout using the button on the bottom right corner.

Bookmarks Management Layout

URLs are organized in a tree view, similar to the other sections. You can have as many URLs as you wish

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in each folder and have as many folders as you need.

See Folders for more information.

See Managing URLs for more information.

Bookmarks in Web Browser Layout

This layout is handy for quickly recording text snippets directly into the comments of a record, as wellimmediate access to the bookmarks.

NOTE: doogiePIM does have a web browser that can be used in a new window. If you have twomonitors or simply want to use doogiePIM for your web browsing needs then launch the doogiePIMweb browser.

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To launch a standalone browser

Click on the main toolbar icon orSelect from the main menu Tools/doogiePIM Web Browser, orRight-click on the Windows system tray doogiePIM icon, select Tools/doogiePIM Web Browser

Related Topics

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Managing BookmarksURLs, in doogiePIM, can be added, edited and deleted. Each operation can be done only when you arein the Bookmarks section.

To Go To The Bookmarks Section

Either:Choose from the Main Menu "File/Go To Section/Bookmarks", or

Click on the Main Section Toolbar icon: Bookmarks

To Add A New Bookmark

Either:Choose from the Main Menu "Bookmarks/Add a New Bookmark", orRight Click on the Tasks List and choose "Add a new Bookmark", or

Click on the URLs items toolbar icon: "Add a New Bookmark"

With the Bookmark's details window is open, fill in the input boxes and edit the details as needed:

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Click on Show Less Details to reduce the size of the screen.

See Notes Editor for more information about using the comments editor.

When you are satisfied with the details you have entered, click on Save to save the details or click onCancel to cancel any changes made.

To Select A Bookmark

Left click on the Bookmarks List where the URLs are displayed. The Bookmark is selected when it's

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highlight colour is shown.

To Edit An Existing Bookmark's Details

Either:Choose from the Main Menu "Bookmarks/Edit Selected Bookmark", or

Click on the Bookmarks Toolbar icon: Edit Selected Bookmark (located above the BookmarksList), or

Double Click on the Bookmark in list view or card view.

The operation of editing is the same as adding. See the details above for more information.

To Delete An Existing Bookmark

Either:Choose from the Main Menu "Bookmarks/Delete Selected Bookmarks", or

Click on the Bookmarks Toolbar icon: Delete Selected Bookmarks (located above theBookmarks List)

Related Topics

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Linking BookmarksBookmarks can be linked to other database records such as Notes or Planner Events. This enables you toexpand the scope of the data by adding an extra dimension to enable a much more widerunderstanding.

Bookmarks can be linked to other Bookmarks, Planner Events, Journals, Tasks, Notes and Noteboard.

In the Item's Information area, there is a secondary tab called "Related Links". Selecting this tab shows alist view of the links that are directly related to the currently selected Bookmark. Some of the links arefrom other database items and some may be direct connections to an item. The links are grouped as perwhich section/item the linking belongs to.

See Related Links List for more information

To Link A Bookmark To A Database Item:First select a Bookmark from the Card View or the List View by left clicking on it, so that's it ishighlighted, then;Either:

Choose from the Main Menu "Bookmarks/Link Bookmark to a Database Item", or

Click on the Bookmark Toolbar icon: orRight Click on the Bookmark and choose "Link Bookmark to a Database Item" from the context

menu.

See Linking Items Selector for more information

Related Topics

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Searching BookmarksThe records in doogiePIM can be searched for in the relevant section for the currently selected folder byusing the quick search facility located under the List View or the Card View. If you want a more advancedsearch or a list of matching items for exporting, then you could use the Database Search.

See Database Search for more information.

The search is case-insensitive. This means if you searched for "smith", then the system will find "Smith"and "SMITH". Regular Expressions are also supported

Enter the search text:

SMITH

A normal search term so doogiePIM will find items that match SMITH.

Enter the regular expression search text:

(smith|jones)

This is a regular expression search. Here the example searches for items matching smith or jones.

See Syntax of Regular Expressions for more information.

The Quick Search bar that is located under section list views.

To Use the Quick Search

1. Choose from the "Search in" blue drop down text by clicking on the blue underlined text andchoose the field you want to search in. If you are not sure which field to search in then choose "AllColumns" from the list of choices.

2. Click on the matching type (next blue text) to change the way the search text matches the field:

ContainsMatches text inside text, eg: "BiteSpire" with match against "Made by BiteSpire Software"

Start withMatches text that starts with text, eg: "BiteSpire" with match against "BiteSpire Software" but not "Visit BiteSpire Software".

Ends WithMatches text that ends with text, eg: "BiteSpire" with match against "Made by BiteSpire" but not "

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BiteSpire Software".

RegExprMatches the text using a regular expression.

See Regular Expressions for more information.

3. Enter the text you wish to search for in the input box "Text".

4. Click on the Find First button on the right of the "search for" input box, to locate the firstmatching item in the list. Pressing Enter on your keyboard also activates this command.

5. Click on the Find Next button on the right of the "search for" input box, to locate the nextmatching item in the list.

If any item is found that matches your criteria, the appropriate record is automatically selected so thedetails are displayed in the item's information area. If no record is found, a warning dialog is displayedaccordingly.

Related Topics

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Launching BookmarksWhen you wish to launch a Bookmark from your database, there are numerous ways to do this.

To Launch a Bookmark

Right-click on the Bookmark in the list view and select "Launch Bookmark", orAn alternative would be to go to the Bookmarks section and click on the toolbar above the List

View or the Card View, "Launch Bookmark in Browser", or

Left click on the Bookmark coloured in blue on the Card View record.

The easiest way to launch a Bookmark is to left click on the Bookmarks list view URL. You canidentify the click area because the text looks blue with an underline, very similar to the hyperlinks in a web page.

The easy way to launch a Bookmark when you only have the MiniBar shown and not theBookmarks section is to by clicking on the small drop down arrow next to the Bookmarks button onthe MiniBar.

This shows a drop down menu to access your Bookmarks stored in doogiePIM. The resulting

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menu is arranged like your folders in the Bookmarks section. The Bookmark records are listed asmenu items with a thumbnail tooltip for identification. Click on a Bookmark menu item to launch theBookmark in your browser. To Add a Bookmark, click on the Command "Add a New Bookmark..." ordrag a URL from the browser address bar or web page directly onto the MiniBar.

When you launch a Bookmark, doogiePIM will first try the web browser that is currently running and willopen the Bookmark in the browser. If it can't find a browser running, your default web browser will belaunched with the Bookmark.

The visit count and the last visited date is automatically updated for URLs you have in your database thathave the exact URL of the bookmark you have launched. This is always updated regardless of whetheryou launch the URL from the Bookmarks section or if you have the URL in a note somewhere in thecomments of another record. This unique facility enables you to collect a visitation count to find outwhich is the most visited URL.

Related TopicsIntroduction to ContactsManaging ContactsLinking ContactsSearching ContactsCommunicating With ContactsCard ViewList View

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Importing Internet Bookmarks and URLsKeeping all your bookmarks under one secure and reliable roof is very handy when it comes to locatingand using them. To facilitate this approach, doogiePIM gives you the option to import your bookmarksfrom some popular browsers. You can import your bookmarks from Internet Explorer, FireFox, Mozilla,Netscape, Opera browsers and SurfGem.

Before importing any data into doogiePIM, you must go to the section concerned. To import WebsiteBookmark URLs you must first go to the URLs section.

To Go To The URLs Section

Either:Choose from the Main Menu "File/Go To Section/Bookmarks", or

Click on the Main Section Web Browser Toolbar icon:

Importing Microsoft Internet Explorer Bookmarks

Select from the main menu "File/Import/Microsoft Internet Explorer".Click on OK to confirm the import and doogiePIM will do the rest. It will locate your MS InternetExplorer bookmarks automatically and will import them. Once import is successful you should see anew folder inserted onto your Navigator as "Internet Explorer Bookmarks".

Importing FireFox, Netscape or Mozilla Bookmarks

1. As above, select "File/Import/FireFox, Netscape or Mozilla" menu command.2. This will bring up the standard Windows open dialog box where you need to locate the bookmarkfile named 'bookmark.htm' in your FireFox/Netscape/Mozilla installed folder and open it.

Depending on your system settings, the 'bookmark.htm' file may be stored in MS 'Windows'directory in the 'Application Data' folder. Expand the folder until you see 'bookmark.htm' file. Select itby clicking on it once and clicking on the Open button or double click to import it.

Importing Opera Bookmarks

1. As above, select "File/Import/Opera" menu command.2. This will bring up the standard Windows open dialog box where you need to locate the Operabookmark file named 'OperaX.adr' in your Opera folder and open it. In the Opera bookmark file name after the name Opera there is a number which indicates the Operafile version number. If you are running Opera 5, then your Opera bookmark file name should read'Opera5.adr'

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Importing SurfGem Bookmarks

1. As above, select "File/Import Bookmarks/SurfGem" menu command.2. This will bring up the standard Windows open dialog box where you need to locate the SurfGembookmark file named in your SurfGem folder and open it.

Related Topics

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Introduction to CalendarThe Calendar section is the heart of your events management. This section hosts all your data that isrelated to time and date specific events, such as a dentist event or a meeting with the Chairman.

The Calendar is organized in a familiar view. On the left side there is a small monthly calendar. Under thisis the event's information area and on the right is a more detailed overview of the current day, week ormonth. You can change the overview easily within the section so you can see the current day with abreakdown of the times of the day in a vertical fashion, or you may even so a complete overview of themonth in a large calendar.

The day view calendar is organized into smaller cells which represent either a time slot or a daydepending on which view you have chosen. Inside these cells list events that can be selected and movedaround the grid.

The smaller month calendar on the left side shows a simple overview. The days are in bold when there isan event on that day.

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See Calendar Views for more information about different calendar view modes. See Managing Events for more information about how to add, edit and delete events. See Resources for more information about managing Calendar Resources. See Recurring Events for more information about recurring events.

Related TopicsManaging EventsCalendar ViewsLinking EventsMoving EventsAttachments ListRecurring EventsResources

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Managing Events and TasksEvents can be added, edited and deleted. Each operation can be done when you are in the Calendarsection. Tasks has a dedicated section if you wish more control over the managing of them.

See Managing Tasks for more information about Tasks.

To Go To The Calendar Section:

Either:Choose from the Main Menu "File/Go To Section/Calendar", or

Click on the Main Section Toolbar icon: Calendar, orPress the keyboard shortcut: Ctrl+2

To Add A New Event or Task:

Either:Choose from the Main Menu "Calendar/Add a New Task", or Add a New EventRight Click on the Calendar Day View and choose "Add a new event", orClick on the Calendar Toolbar icon: "Add a New Event", or

Click on the Main Toolbar icon:

With the Events or Tasks Details window open, edit the details as needed:

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Subject Enter some descriptive text. eg: Write product sales objectives

Type Choose from the list of available types that best suits this task.

Location Enter any text you want, eg: London, England

Start Date Enter the date when the event is due to start.

Start Time Enter the time when the event is going to start. If this is an all dayevent, then you don't need to enter the time.

Reminder If you wish to be automatically notified when this event is due, place atick in this check box.

Reminder date Only enabled if you choose "Reminder" (above).Enter the date when the reminder should be announced.

Reminder time Only enabled if you choose "Reminder" (above).Enter the time when the reminder should be announced.

Sound (button) To play a sound file when the reminder is announced, click on thisSound button to open and load a WAVE compatible sound file.

Comments Enter any text to describe this event.

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Font (button) To make this event stand out in the list, you could choose a differentfont size, style or colour.

Bkgrd (button) To make this event stand out in the list, you could choose a differentbackground colour.

Reference You may enter any text here. You could use it store an office locationor the name of a web site.

Recurrence (button) If this event is recurring, eg: this event happens every day or month.Click on the button to bring up the recurrence editor so you can definewhen and how many times this task happens.

See "Recurring Events" and "Recurrence Editor" for furtherinformation.

Attachments (tab) You can assign certain files on your hard disk that are related to thisevent. For example: if you are designing some logo, you could attach alink to some clipart or the actual project file.

Note: This doesn't insert the actual file data, this only adds a linkto the filename to the event. If you move the file to a differentlocation on your hard disk, then this filename link will be invalid.

See "Attachments List" for further information.

When you are satisfied with the details you have entered, click on Save to save the details or click onCancel to cancel any changes made.

To Select An Event

Left click on the event in the calendar day view where the event is displayed. The event is selectedwhen it's border highlight colour is shown.

To Edit An Existing Event's Details

Either:Choose from the Main Menu "Calendar/Edit Selected Event/Task", orClick on the Calendar Toolbar icon: orDouble Click on the Event in the calendar day view.

The operation of editing is the same as adding. See the details above for more information.

To Delete An Existing Event

Either:Choose from the Main Menu "Calendar/Delete Selected Event/Task", orClick on the Calendar Toolbar icon:

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Related TopicsIntroduction to CalendarCalendar ViewsLinking EventsMoving EventsAttachments ListRecurring EventsResources

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Calendar ViewsThe various calendar view definitions refer to the menu bar below:

1 Day - Shows a single day but lists a time bar from the start of the day to the end. Work Week - Like a day view but shows the Working Week (typically Monday to Friday). Week - Shows large cells of a week without the time bar. Month - Shows large cells of a month without the time bar. Year - Shows a large year overview, similar to the planner section. Time Grid - Shows a horizontal timeline with Resources as a vertical list on the left. Useful for when

you have several Resources. Custom - Like day view but you can define the date from the launched dialog.

To change the view, click on the corresponding icon on the calendar toolbar accordingly.

Navigating and managing events in the different calendars are all the same. You can create, edit andmove events around using your mouse.

See Moving Events for more information.

Related TopicsIntroduction to CalendarManaging EventsLinking EventsMoving EventsAttachments ListRecurring EventsResources

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Linking EventsEvents can be linked to other database records, within doogiePIM, such as Notes or Contacts. Thisenables you to expand the scope of the data by adding an extra dimension to enable a much morewider understanding.

Events can be linked to other Events, Planner Events, Journals, Tasks, Documents, Contacts andNoteboard blocks.

In the Item's Information area, there is a secondary tab called "Related Links". Selecting this tab shows alist view of the links that are directly related to the currently selected Event. Some of the links are fromother database items and some may be direct connections to an item. The links are grouped as perwhich section/item the linking belongs to.

See Related Links List for more information

To Link An Event To A Database Item

First select an Event from the Calendar view by left clicking on it, so it is highlighted, then;

Either:Choose from the Main Menu "Calendar/Link Event to a Database Item", or

Click on the Calendar Toolbar icon: orRight Click on the event in the calendar view and choose "Link Event to a Database Item" from

the context menu.

See Linking Items Selector for more information

Related TopicsIntroduction to CalendarManaging EventsCalendar ViewsMoving EventsAttachments ListRecurring EventsResources

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Moving EventsEvents can be moved from date to date. You may even move an event from one Resource to another.Each operation can be done when you are in the Calendar section. When you are in the Calendar section, only the events for the visible Resources are displayed. See "Managing Resources" for more information.

To Go To The Calendar Section:

Either:Choose from the Main Menu "File/Go To Section/Calendar", or

Click on the Main Section Toolbar icon: Calendar, orPress the keyboard shortcut: Ctrl+2

To Move An Event To A Different Date:

Select the event with your mouse, then drag the event over to the left side smaller monthcalendars, onto the desired date.

To Move An Event To A Different Time:

Select the event with your mouse, then drag the event up or down the day view, onto the desiredtime.

To Move An Event To A Different Resource:

Select the event with your mouse, then drag the event over to the Resource's day view listing. TheResource must be in view in order to achieve this.

Related TopicsIntroduction to CalendarManaging EventsCalendar ViewsLinking EventsAttachments ListRecurring EventsResources

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Event Files ListThe Files List is called from the details of an event's or task's window. This is in the form of a tab buttonmarked "Files". Clicking on this tab button brings up the list.

The files that are in the attachments list are only links to the files. The list doesn't contain the actual filedata. Therefore, if you move the original file from its location on your hard disk to somewhere else, thenthe entry in the files list is invalid and won't be able to find the file if you try to Open it from the list.

The fields and buttons of the list are as follows:

Buttons

Add Click to add a file to the list. Use the standard Windows file dialog tonavigate to the file you want to include, then click on Open to includethe selected file.

Remove Click to remove the selected file from the list.NOTE: This doesn't delete the original file. It only removes theentry from the list.

Open Click to launch the file using the file's associated application. eg: Youmay select a DOC file and launch it with Microsoft Word.

List Columns

Icon Shows a descriptive icon for the file.

Filename The filename of the attachment without the folder path.

Location Where the file is stored on your hard. ie: The full path name.

When you are satisfied with the details you have entered, click on OK to save the details or click onCancel to cancel any changes made.

Related TopicsIntroduction to CalendarManaging EventsCalendar ViewsLinking EventsMoving EventsRecurring EventsResources

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Recurring EventsA recurring event in doogiePIM can be any Calendar Event. This means the event happens more thanonce at a determined interval.

Example:You may have an event every month to visit the dentist. This event happens on the first Monday ofevery month at 10am.This can be defined as a recurring event.

Recurrences can be defined in their associated sections for the relevant record. ie: Events are edited in

the Calendar section .

Related TopicsIntroduction to CalendarManaging EventsCalendar ViewsLinking EventsMoving EventsAttachments ListResources

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Recurrence EditorThe recurrence editor is called from the details of an event's details window. This is in the form of abutton marked "Recurrence". Clicking on this button brings up the recurrence editor.

The detail fields of the editor are as follows:

Event time (For calendar events only)

Start Time Enter the start time of the event.

End Time Enter the end time of the event. This will affect the duration.

Duration Enter or choose the duration of the event. This will affect the end time.

Recurrence Pattern

Choose:Daily - this event happens on a daily basis.Weekly - this is a weekly event.Monthly - this event happens on a monthly basis.Yearly - this is an annual event.Custom - you can define on which dates the events occur.

Depending on which pattern you have chosen denotes the display ofthe edit fields.

Range of recurrence

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Start Enter the date when the first event happens.

End by Enter the date when the last event happens, or

End after How many events, eg: 25 mortgage instalments.

When you are satisfied with the details you have entered, click on OK to save the details or click onCancel to cancel any changes made.

Related TopicsIntroduction to CalendarManaging EventsCalendar ViewsLinking EventsMoving EventsAttachments ListRecurring EventsResources

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Introduction to Calendar ResourcesResources, in doogiePIM, can be people, cars, meetings rooms. You use the Resources section tomanage and organize them.

See Managing Resources for more information

Some Resources can be assigned a Calendar. There is a special block in the Calendar section enablingyou to add events and tasks for that specific Resource. For example: You may have a Car Hire firm andwish to hire out a car. You could add the Car details in the Resources and enable it in the Calendar. Nowyou can appoint and schedule the times when that car is hired.

Resources don't have to be items, they can be people, such as staff in an office or members of a family.

For example: You could add two resources, named "Manager" and "Salesman".Then, in the Calendar, you could add individual events for either the "Manager" or "Salesman".

See Resources section for more information.

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Related TopicsIntroduction to CalendarManaging EventsCalendar ViewsLinking EventsMoving EventsAttachments ListRecurring EventsResources

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Displaying ResourcesThe calendar can display selective Resources in the order you wish. To manage the order display ofResources and to hide Resources from the calendar, you can use the Organize Resources window.

To Organize The Display Of Resources:

Choose from the View Menu "Show/Hide Resources", or

Click on the icon from the Calendar toolbar.

Use the buttons below the Calendar display area to increase or reduce the number of Resourcesslots displayed.

Related TopicsIntroduction to CalendarManaging EventsCalendar Views

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Linking EventsMoving EventsAttachments ListRecurring EventsResources

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Managing ResourcesResources can be added, edited and deleted. Each operation for managing Resources can either be donewhen you are in the Calendar section or in the dedicated Resources section.

To Go To The Calendar Section

Either:Choose from the Main Menu "File/Go To Section/Calendar", or

Click on the Main Section Toolbar icon: Calendar, orPress the keyboard shortcut: Ctrl+2

To Add A New Resource

Either:Choose from the Main Menu "Calendar/Add a New Resource", or

Click on the Calendar Toolbar icon: (located above the calendar)

With the Resource's Details window open, edit the details as needed.

When you are satisfied with the details you have entered, click on OK to save the Resource or click onCancel to cancel any changes made.

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To Select A Resource

Click on the Calendar header where the icon and name of the Resource is displayed, or within thetime grid of the Calendar.

To Edit An Existing Resource's Details

Either:Choose from the Main Menu "Calendar/Edit Resource Details", or

Click on the Calendar Toolbar icon: (located above the calendar), orDouble Click on the Calendar header where the icon and name of the Resource is displayed.

The operation of editing is the same as adding a Resource. See the details above about adding.

To Delete An Existing Resource

Either:Choose from the Main Menu "Calendar/Delete Resource", or

Click on the Calendar Toolbar icon: (located above the calendar)

IMPORTANT: The operation of deleting a Resource will remove all events for that Resource. So be careful onwhich Resource you are deleting.

Related TopicsIntroduction to CalendarManaging EventsCalendar ViewsLinking EventsMoving EventsAttachments ListRecurring EventsResources

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Introduction to ContactsWith doogiePIM you can store family members, business colleagues, customers, internet friends andother useful personal data effectively and efficiently.

Contacts, in doogiePIM, can be added, edited and deleted. Each operation can be done only when youare in the Contacts Section of doogiePIM.

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Contacts are organized in a tree view, similar to the other sections. You can have as many contacts asyou wish in each folder and have as many folders as you need.

See Folders for more information.

In the Contacts section you can add folders and Contacts. Each Contact can contain comprehensivedetails about the person. You can enter as many telephone number, URLs and email address as you need in each contact. Further more, each contact can be assigned an image, soyou can identify the person quickly.

See Managing Contacts for more information.

Related TopicsManaging ContactsLinking ContactsSearching ContactsCommunicating With ContactsList View

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Managing ContactsContacts, in doogiePIM, can be added, edited and deleted. Each operation can be done only when youare in the Contacts section.

To Go To The Contacts Section

Either:Choose from the Main Menu "File/Go To Section/Contacts", or

Click on the Main Section Toolbar icon: Contacts, orPress the keyboard shortcut: Ctrl+3

To Add A New Contact

Either:Choose from the Main Menu "Contacts/Add a New Contact", orRight Click on the Tasks List and choose "Add a new Contact", or

Click on the Contacts Toolbar icon: "Add a New Contact"

With the Contact's Details window open, edit the details as needed:

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When you are satisfied with the details you have entered, click on Save to save the details or click onCancel to cancel any changes made.

To Select A Contact

Left click on the Contacts List where the Contact is displayed. The Contact is selected when it'shighlight colour is shown.

To Edit An Existing Contact's Details

Either:Choose from the Main Menu "Contacts/Edit Selected Contact", or

Click on the Contacts Toolbar icon: Edit Selected Contact (located above the Contacts List),or

Double Click on the Contact in Contacts List.

The operation of editing is the same as adding. See the details above for more information.

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To Delete An Existing Contact

Either:Choose from the Main Menu "Contacts/Delete Selected Contacts", or

Click on the Contacts Toolbar icon: Delete Selected Contacts (located above the ContactsList)

Related TopicsIntroduction to ContactsLinking ContactsSearching ContactsCommunicating With ContactsCard ViewList View

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Linking ContactsContacts can be linked to other database records such as Notes or Planner Events. This enables you toexpand the scope of the data by adding an extra dimension to enable a much more widerunderstanding.

Contacts can be linked to other Contacts, Planner Events, Journals, Tasks, Notes and Noteboards.

In the Item's Information area, there is a secondary tab called "Related Links". Selecting this tab shows alist view of the links that are directly related to the currently selected Contact. Some of the links are from other database items and some may be direct connections to an item. The links are grouped as perwhich section/item the linking belongs to.

See Related Links List for more information

To Link A Contact To A Database Item

First select a Contact from the Card View or the List View by left clicking on it, so that's it ishighlighted, then;

Either:Choose from the Main Menu "Contacts/Link Contact to a Database Item", or

Click on the Contact Toolbar icon: orRight Click on the Contact and choose "Link Contact to a Database Item" from the context menu.

See Linking Items Selector for more information

Related TopicsIntroduction to ContactsManaging ContactsSearching ContactsCommunicating With ContactsCard ViewList View

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Searching ContactsThe records in doogiePIM can be searched for in the relevant section for the currently selected folder byusing the quick search facility located under the List View or the Card View. If you want a more advanced search or a list of matching items for exporting, then you could use theDatabase Search.

See Database Search for more information.

The search is case-insensitive. This means if you searched for "smith", then the system will find "Smith"and "SMITH". Regular Expressions are also supported

Enter the search text:

SMITH

A normal search term so doogiePIM will find items that match SMITH.

Enter the regular expression search text:

(smith|jones)

This is a regular expression search. Here the example searches for items matching smith or jones.

See Syntax of Regular Expressions for more information.

The Quick Search bar that is located under section list views.

To Use the Quick Search

1. Choose from the "Search in" blue drop down text by clicking on the blue underlined text andchoose the field you want to search in. If you are not sure which field to search in then choose "AllColumns" from the list of choices.

2. Click on the matching type (next blue text) to change the way the search text matches the field:

ContainsMatches text inside text, eg: "BiteSpire" with match against "Made by BiteSpire"

Start withMatches text that starts with text, eg: "BiteSpire" with match against "BiteSpire Software" but not "Visit BiteSpire Software".

Ends WithMatches text that ends with text, eg: "BiteSpire" with match against "Made by BiteSpire" but not "

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BiteSpire Software".

RegExprMatches the text using a regular expression.

See Regular Expressions for more information.

3. Enter the text you wish to search for in the input box "Text".

4. Click on the Find First button on the right of the "search for" input box, to locate the firstmatching item in the list. Pressing Enter on your keyboard also activates this command.

5. Click on the Find Next button on the right of the "search for" input box, to locate the nextmatching item in the list.

If any item is found that matches your criteria, the appropriate record is automatically selected so thedetails are displayed in the item's information area. If no record is found, a warning dialog is displayedaccordingly.

Related TopicsIntroduction to ContactsManaging ContactsLinking ContactsCommunicating With Contacts

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Communicating With ContactsWhen you wish to communicate with one of your Contacts via email or telephone, doogiePIM gives theability to access the contact information in various ways.

Before attempting to use the communication tools, you must first select a contact. doogiePIM can'tknow which contact you want until you tell it, by selecting the contact record you're interested in.

To Select A Contact

Select the desired contact from either the list view or the card view so the Contact's details aredisplayed in the item's information area.

See Card View or List View for more information

or, use the search facility in the Contacts section to locate a contact.

See Searching for more information

To Communicate With A Contact Via E-mail

With the selected contact:Left click with your mouse on the email hyperlink in the contact's details information area, orClick on the Contact Toolbar Icon, Send E-mail to Contact, you may need to choose which email

to send to, if the contact has more than one email address.This would then launch your default email client application. (The software that is registered as thedefault for sending e-mail)

To Communicate With A Contact Via Telephone

With the selected contact:Left click with your mouse on one of the telephone numbers in the contact's details information

area, orClick on the Contact Toolbar Icon, Telephone Contact, you may need to choose which telephone

number to dial, if the contact has more than one telephone number.This would then launch your default telephone dialer client application. (The software that isregistered as the default for handling telephone requests)

Related TopicsIntroduction to ContactsManaging ContactsLinking ContactsSearching ContactsCard View

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List View

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Introduction to Documents & Notes

This section is the Notes and Documents area. For those familiar with the TexNotes application willunderstand this area easily.

See Folders for more information.

You can add folders and notes. Each note can contain text, URLs, email addresses and images. You canenter them manually, paste them from the clipboard or you can drag them in from Internet Explorer orany other application that fully supports OLE drag and drop.

See Managing Notes for more information.

Notes do not have to be just little pieces of text, they can be full blown word processing documents. TheNotes editor is quite a powerful document editor with a vast array of formatting options.

Editing the content of a note is achieved in the Notes editor area which is shown on the right hand side.

See Notes Editor for more information.

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Related TopicsManaging NotesLinking NotesNotes Editor

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Managing NotesYou can have as many Notes as you wish. They are organized in the Folders Navigator on the left handside of the Notes display area. By using the navigator, Notes can be created, deleted or moved intodifferent folders.

See Folders for more information on using the navigator.

Creating or editing Notes, requires the Notes editor. The editing of a Document Note is done on theright hand side of the section window when a Note is selected from the Navigator tree.

To Add A New Note

Right click on the Folders Navigator choose "Add A New Note", or

Click on the Navigator Toolbar icon: orPress the keyboard shortcut: Ctrl+N

To Edit An Existing Note

Select the Note you wish to edit by left clicking on it's name in the Folders Navigator. You mayneed to open and navigate your folders to locate the one you want. After selecting, the Note is thenloaded and displayed on the right hand side ready for managing.

It is possible to edit the Note in a new window, if you wish to refer to other section's data at thesame time.

In the main menu choose "Edit/Edit in New Window", orPress the keyboard shortcut: Shift+Ctrl+W

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See Notes Editor for further information.

To Delete An Existing Note

First select the Note you wish to delete, the Note's name should be highlighted in the FoldersNavigator, then;

Choose from the Main Menu "Navigator/Delete", orRight Click on the Navigator and choose "Delete", or

Click on the Folders Navigator Toolbar icon: orPress the keyboard key: Del

Related TopicsIntroduction to NotesLinking NotesNotes Editor

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Linking NotesNotes can be linked to other database records such as Contacts or Planner Events. This enables you toexpand the scope of the data by adding an extra dimension to enable a much more widerunderstanding.

Notes can be linked to other Notes, Planner Events, Contacts, Tasks, Journals and Messages.

In the Item's Information area, there is an area called "Related Links". This shows a list view of the linksthat are directly related to the currently selected Note. Some of the links are from other database itemsand some may be direct connections to an item. The links are grouped as per which section the linkingbelongs to.

See Related Links List for more information

To Link A Note To A Database Item

First select a Note from the Notes Navigator by left clicking on it, so that's it is highlighted, then;

Choose from the Main Menu "Notes/Link Note to a Database Item", orClick on the Notes Toolbar icon: orRight Click on the Note and choose "Link This Note to a Database Item" from the context menu.

See Linking Items Selector for more information

Related TopicsIntroduction to NotesManaging NotesNotes Editor

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Notes EditorThe Notes Editor can be found in various windows in doogiePIM. Not only in the Notes section but alsoin the comments tab of a Contact record, an event details or a Noteboard Note Block. All the noteediting functions are available to the relevant record where the editor is located. The Notes Editor cancontain rich formatted text, images, tables and special objects eg: Annotations.

To aid control, insertion and processing of the rich text in the editor, there are toolbars located aboveand below the actual editor itself. Some windows don't show the toolbars, eg: a doNote has all thetoolbars invisible. However, you can shows each toolbar in turn and even drag them to a differentposition. The positioning and use of the toolbars depend on how you use the editors, so the preferencesare saved until next time you enter the same editor, the toolbars return to where you last positionedthem.

To Show or Hide Selective Toolbars

Right Click on the editor area and choose from the context menu "View/..." then choose thetoolbars or panels you wish to show or hide. A check-mark next to the item indicates if it's alreadyvisible.

If you have used out other application, TexNotes Pro, you will recognize a lot of the icon command onthe toolbars. However, you should have no problem if you have used any other word processor. Theformatting commands to bold, italic, underline, font style etc are typically standard on most wordprocessors, but doogiePIM has some extra commands and the best way to find out what they do is totry them out.

An overview of the Notes Editor

By default, not all toolbars are shown, they are shown here for reference.

Notice the use of different fonts, font colours, and background colours.

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Text format samples you can achieve

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The Toolbars of The Notes Editor

This is the most used toolbar. It contains commands to change the font style and size of the selectedtext.

This is another most used toolbar. It contains commands to change the justification and indentation ofparagraphs. The last two icons is undo and Redo.

This is a ruler bar that show tabulations and table cell borders. The large vertical buttons can be draggedleft and right to interactively size a tables cell. Tabulators can be added and dragged also.

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This toolbar, situated on the bottom of the editor, contains insertion command. Things like insertingimages, tables, date and time.

Tools Panel of The Notes Editor

On the right hand side of the editor there is a Splitter Bar that can reveal an extra panel. In this area isthe table properties panel and the hyperlinks list (this lists all the hyperlinks inside the document). Thetable properties panel is useful for editing tables so you see instant results in the editor.

See Table or Hyperlinks for more information.

Related TopicsIntroduction to NotesManaging NotesLinking Notes

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ImagesImages can be used to enhance your document. You can insert images in tables, cells, backgroundcanvas or directly into the text.

See Image Formats for which image file formats that are recognized.

To insert an imageSelect Insert an image menu item from the Insert menu, orClick on the icon, "insert an image" on the Insert Toolbar.

You will see the familiar open dialog window. Simply browse to the image file you want, there is auseful small preview of the image on the right hand side of the dialog window, so you can chooseyour bitmap. Click on Open and the image will be inserted at the cursor point.

You can also drag an image from BiteSpire Files Explorer or the Windows File Explorer directly intothe document, which is effectively the same as this function, but quicker.

To Resize or Replacing imagesFirst select the image you want to modify by either left clicking on the image, or by use Shift+Cursoror by using the mouse and selecting it as if you're selecting text. Then do this:

Right-Click and choose "Object Properties"Click on the icon, "insert an image" on the Insert Toolbar.

You will see the "Image Properties" dialog window, where you may alter the Width and the Height ofyour Image. You may also Open a different image which will replace the current image with the newone.

Note: By changing the width and height only changes the display width and height of the image. Theoriginal is still untouched. Which means you can reduce the image to a small size and use it as athumbnail display.

Tip: You also may resize an image by drag the small rectangles around the image in the editor.

Related TopicsImagesHyperlinksTablesParagraphsExportingImportingSpell CheckingThesaurus

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HyperlinksHyperlinks are active areas of text within your notes. doogiePIM provides the ability to mark selectivetext as a URL, an e-mail addresses or even a specific record such as a contact. When you double-click ona hyperlink, doogiePIM will launch that link.

There is a summary of the document's hyperlinks on the right side in the tools area. You may need topress the Refresh icon to update the links display.

To mark text as a Hyperlink

To manually mark a hyperlink, first select the text you want to mark, then do one of the following:Select Hypertext link menu item from the Insert menu, orClick on the Hypertext link icon on the main formatting toolbar, orRight Click and select Hypertext link menu item from the context menu.

You will then see a small window requesting the following information:

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Hyperlink Target:Here you enter the address where this link will go. For example, you could enter "http://www.bitespire.com" as the address.For an e-mail, you would enter something like: [email protected]

Customize if you wish to change the format of the hyperlink. You have the flexibility to colour thehyperlink text and highlighting background for the link.

To remove a Hyperlink

To remove a hyperlink, first select the hyperlink text you want to remove from the editor, then doone of the following:

Select Hypertext link menu item from the Insert menu, orClick on the Hypertext link icon on the main formatting toolbar, orRight Click and select Hypertext link menu item from the context menu.

Then edit and blank the Target input box or click on the Clear button, then click on OK to accept thechange.

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Auto detecting Hyperlinks

doogiePIM has the ability to automatically recognize hyperlinks within the text of the document. Toswitch on this ability, enable "Auto mark any URLs and e-mails" from within the Settings andPreferences.

As you type in text, pause for about a second and doogiePIM will automatically format the Hyperlinks.

Related TopicsImagesHyperlinksTablesParagraphsExportingImportingSpell CheckingThesaurus

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TablesTables can be very useful to display details in a row and column format. doogiePIM enables you to inserttables inside Notes with plenty of control. Like thickness, spacing and switching on/off table and cellborders.

You can assign an image for the background of a table or cell, making it tiled or stretched. Alternativelyyou can define a solid colour or have it transparent so the canvas of the editor shows through.

Table Parameters Overview GuideA handy overview of the properties of a table:

Managing A TableThe borders of the table and cells are interactive. When you move your mouse over a border, the mousecursor will change to indicate the possible action. Left click and drag the mouse in accordance with theaction.

You can use your mouse to; Resize a column's width. Resize a row's height. Resize the table width. Resize the table height. Select rows or columns.

You may notice, when your edit cursor is inside a cell of a table, the ruler above the editor will have extramarkers to indicate column widths. You also may move the ruler markers with your mouse to resizecolumns.

If you need finer control over the parameter of a table or cell, you could use the Table/Cell Propertiespanels located on the right hand side of the editor. Or, for more advanced editing, you could access theTable Properties window.

See Table Properties for more information.

Related Topics

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Cell BordersYou can adjust the visibility of a cell's borders by the following,

The borders of a cell are Left, Right, Top and Bottom, which are self explanatory where they are.

To adjust the visibility of cell borders

From the main menu select "Table/Borders/(Whichever border you want)", orClick on the appropriate Border icons on the Format bar.

NOTE: These borders only change the borders of cells and not the borders of the table.

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Inserting A TableTo add a table inside a document, first make sure you have the edit cursor is positioned where you wantthe table to appear. You can insert a table inside another table's cell.

To insert a table

Select from the main menu "Table/Insert a Table", orRight-click and choose from the context menu, "Table/Insert a Table", orClick on the icon "Insert a table" located on the Insert Tools Toolbar.

You will see a table definition screen. Enter the number of columns and rows you need for the table.New rows and columns can be added or removed later, if desired. Simply change the values you wantthen press [OK] to save the table properties, or press [Cancel] to cancel any changes.

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Table PropertiesWhen you have added a table, you can change it's properties at any time. To access the properties of atable, first make sure you have the edit cursor inside a cell in the table or a row or column of the table isselected. You don't have to select all the cells of a table to change the table properties.

To access table properties

Select from the main menu "Table/Table properties", orRight click in a cell and select from the context menu "Table/Table properties", orExamine the table and cell properties panels, normally located on the right hand side of the editor.

If these are not shown, you can activate them in View main menu.

Table/Cell Properties Window

If you have launched the table properties window, you can access more advanced various details andparameters about the selected table or cell. More than the property panels.

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Simply change the values you want to adjust then press [OK] to save the table properties, or press[Cancel] to cancel any changes.

Cell Properties Panel

This is the panel that is normally located on the right hand side of the editor.

See Toolbars for more information about moving panels and docking. See Tables for a handy overview guide of the different value types.

The parameters contained in this properties panel are:

Spacing V Indicates the vertical space between cells.

Spacing H Indicates the horizontal space between cells.

Padding Indicates the space between the edge of the cell and the text insidethe cell.

Bdr Width Border width of th cell.

Cell Width Width of the cell in pixels.

Cell Height Height of the cell in pixels.

Bdr Colour Colour of the cell's border.

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Cell Colour Colour of the cell's background. This can be set to transparent ifdesired.

Table Properties Panel

This is the panel that is normally located on the right hand side of the editor.

See Toolbars for more information about moving panels and docking. See Tables for a handy overview guide of the different value types.

The parameters contained in this properties panel are:

Spacing V Indicates the vertical space between the table edge and the cells.

Spacing H Indicates the horizontal space between the table edge and the cells.

Bdr Width Border width of th cell.

Tbl Width Width of the table in pixels.

Bdr Colour Colour of the table's outer border.

Tbl Colour Colour of the table's background. This can be set to transparent ifdesired.

Related TopicsImagesHyperlinksTablesParagraphsExportingImportingSpell CheckingThesaurus

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Inserting And Removing Rows And ColumnsTo insert or remove rows and column, there are several menu items and toolbar buttons to achieve this.

To insert a new row above where the current edit cursor is

On main menu "Table/Insert/Row above".Click on the icon located on the Table Format bar.

To insert a new row below where the current edit cursor is

On main menu "Table/Insert/Row below", orClick on the icon located on the Table Format bar.

To insert a new column on the left where the current edit cursor is

On main menu "Table/Insert/Column to the left".Click on the icon located on the Table Format bar.

To insert a new column on the right where the current edit cursor is

On main menu "Table/Insert/Column to the right", orClick on the icon located on the Table Format bar.

To delete the row where the current edit cursor is

On main menu "Table/Delete/Rows", orClick on the icon located on the Table Format bar.

To delete the column where the current edit cursor is

On main menu "Table/Delete/Columns", orClick on the icon located on the Table Format bar.

You can select several rows or several columns by selecting several cells. Use your mouse to click on thefirst cell then drag your mouse over the table to select the cells of the rows or columns you want.

Related Topics

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ImagesHyperlinksTablesParagraphsExportingImportingSpell CheckingThesaurus

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Working With Table CellsIt is possible to combine cells together to make one large cell, or split a cell into two or more.

To combine or merge cells

To merge cells together into one cell, first select the cells you want to merge by first clicking on thefirst cell, then drag your mouse around the table until all the desired cells are selected.

From the main menu select "Table/Merge cells", orClick on the icon "Merge Cells" located on the Table Format bar.

To unmerge cells

If you want to unmerge the cells.

From the main menu select "Table/Split Cells.../Original cells"

To divide or split a cell horizontally

First position the edit cursor so that it appears in the cell you want to split, then do one of thefollowing:

From the main menu select "Table/Split Cells...", or

Click on the icon located on the Table Format bar.

To divide or split a cell vertically

If you want a vertical split, then

From the main menu select "Table/Split Cells...", or

Click on the icon located on the Format bar

Related TopicsImagesHyperlinksTablesParagraphs

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ParagraphsParagraphs can be formatted in various ways, like text. You can align them, indent, border them andcolour the background. It is recommended you experiment with the various formatting options,especially the Paragraph Properties window. You will find you will be able to create some fascinatingresults, just with a few borders and indentation.

You will find the formatting tools under the main menu "Format". As well as the Paragraph Formattoolbar.

To Align A Paragraph

Choose from the main menu "Format / Align Paragraph / ...", then choose the appropriatealignment you need, either Left, Centre, Right or Full Justified.

More Paragraph FormattingTo add visual features to your paragraphs, you may use the Paragraph Properties dialog for finer controlover indentation, borders, colours and more.

Advanced Formatting A Paragraph

To launch the dialog, first select the paragraphs you want to format in the editor, then do one of thefollowing:

From the Main Menu choose "Format / Paragraph Properties", orFrom the Paragraph Format bar, choose the icon "Paragraph Properties", orRight click in the editor and select "Paragraph Properties"

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You will see a definition screen. Simply change the values you want to adjust then press [OK] to save theproperties, or press [Cancel] to cancel any changes.

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ExportingYou can export a note document as a file for use in other software.

Supported File Formats are:

DON doogiePIM native text format. RTF (Rich text format), Normally used by Windows WordPad. TXT (Plain text format) Text that doesn't contain any formatting as the name says. TXT (Unicode text), Text in Unicode format without formatting. HTM, HTML (Plain), Just like a web page. HTM, HTML (HTML with style sheets), A web page with a separate CSS file.

If you export as HTML, then any graphic symbols used in the note are saved with a filename of "imgXX.jpg" if the image name is blank. You can name an image using the Object Properties dialog inthe Notes Editor.

To Export A Note

From the main menu choose "File/Export/Export to file...".

The standard save dialog is then displayed. Choose a folder and filename for the exported documentand choose which file type you want from the file types combo box. Then click on Save to create thenew document.

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ImportingThere are several ways to get data into a note. Either by using Copy/Paste functions or you could insertor import the data. A quick and simple way of inserting data into a note is to use the BiteSpire FilesExplorer, locate the file you want, and drag the filename to the point in the note content where you wantthe file to be inserted.

To Insert a File into an existing Note

This is useful for insert templates into a note. First make sure the edit cursor is positioned where youwant the content to be inserted, then:

Select from the Insert menu Insert file, orClick on the "Insert File..." icon on the Insertion toolbar under the editor.

You will see the familiar open dialog window. Choose a file type from the combo box drop down.Browse to the file you want and click on Open and the file will be inserted into the document.

To Add a File Into the Notes Navigator

This only applies to the Notes section.First select the item in the Navigator where you want the new Note Item to be added to, then:

Select from the File menu Import as New Note

You will see the familiar open dialog window. Choose a file type from the combo box drop down.Browse to the file you want and click on Open and the file will be added to the Navigator. If you havechosen a TexNotes file, then there will be more than one note added because TexNotes comprises ofmany documents inside a single file.

CSV files

CSV (Comma Separated Values) is a common format used by many database style applications, such asMicrosoft Excel and MS Address Book. You will probably find the ability to export text data from manydatabase applications as CSV. It provides a common way to distribute data from one application toanother.

doogiePIM can except CSV data files and will render them as a table in a note.

See Tables for more information.

To import CSV

First Position your edit cursor in the edit canvas of where you want the table of data to be placed.Then;

Select from the Table/Import menu Import CSV file as table.

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Then you will see the standard Windows file selector. Choose your CSV file then click on Open. A newwindow will appear with a data grid (not a table), showing the fields and lines of your data. You willalso see some input fields under the data grid to define some default table properties.

See Tables for more information.

After you have defined your basic parameters, click on OK to import the file or click on Cancel toabort the importing. After you click on OK, a table will be created in your current document, whereyou can use the Table Properties to enhance and edit the table to your requirements.

Microsoft Word documents

If you have Microsoft Word installed on your PC, then doogiePIM will detect it and will be able to importlimited MS Word documents.

NOTE: Most MS Word documents contains a lot of formatting that doogiePIM doesn'tunderstand, so your imported file may look a little different.

Future versions of doogiePIM will have their own native import filters, but if you need text from MSWord documents into doogiePIM right now, this is the alternative solution to copying and pasting. If thedocument fails by using the DOC file type try using the RTF file type instead.

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Spell CheckingdoogiePIM comes with an English/American dictionary and the Roget's Thesaurus in it's defaultinstallation. You are able to spell check any doogiePIM Notes document using these dictionaries.

More dictionaries are freely available, go to our web site http://www.bitespire.com and locate thedoogiePIM FAQ page for more information on how to obtain dictionaries for other languages.

If you've purchased the CD-ROM version of doogiePIM, then you will find more dictionaries along withtechnical word databases on the CD-ROM.

To Spell Check A Document

Either:From the main menu, select "Edit/Check Spelling", orOn Spell Check Toolbar, click on the icon "Spell check", or

If there is a word that is not found in it's dictionary, then you will see a window popup with somesuggestions. Either click on one of the suggestions and press [Change] or enter the new word in the"Replace with" edit box.

You can add the word to your personal dictionary by clicking [Add].

Spelling Options and other Dictionaries

To change spelling options

From the main menu choose Edit/Spelling options and dictionaries

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To add new dictionaries

Copy your newly download dictionary into the file folder: C:\BiteSpire\doogiePIM\dictionaries

Live Spell CheckingLive spell is a useful feature in doogiePIM. It has the ability to check your spelling in the backgroundwhile you work. Any words that are miss-spelt are underlined with a red squiggly line. If you right click on a miss-spelt word, choose Correct Spelling and the sub menu will list the someappropriate suggestions. Click on the correct word you want.

To Enable or Disable Live Spell Checking

Either:From the main menu, select "Edit/Spell Check As You Type".

The tick next to the menu item indicates whether the live spell checking is enabled or disabled.

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ThesaurusdoogiePIM comes with the English Roget's Thesaurus in it's default installation.

To Lookup A Word

Position your edit cursor within the word you want to lookup, then do any of the following:

From the main menu, select "Edit/Lookup word in Thesaurus", orRight-click to bring up the context menu and choose "Spelling/Lookup word in Thesaurus", orClick on the toolbar icon

If there is a word that is found in the Thesaurus, then you will see a listing of related entries. Simplychoose the word you want so it appears in the "Replace with" edit box, then press [Replace] orpress [Close] to close the Thesaurus.

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Introduction to JournalsThe Journals section is an ideal place to store a daily diary. It works in a similar fashion to the Notessection accept there is no folders navigator. Instead, the journal uses dates to navigate. This is so youcan create journals for specific dates. It is possible to create more than one journal for a date, they arelisted under the calendar in the Journals section.

Select a date from the journals calendar and the journal entries for the chosen date is shown underneathon the left side. Selecting an entry from this list will open the journal entry for viewing in the mainviewing area on the right.

The journal entries can be flagged and customized much the same way as a folder in the othernavigators.

See Folders for more information on managing and customizing items.

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Creating, editing, deleting and viewing journals can only be done in the Journals sections.

To Go To The Journals Section

Either:Choose from the Main Menu "File/Go To Section/Journal", or

Click on the Main Section Toolbar icon: Journal, orPress the keyboard shortcut: Ctrl+6

Related TopicsManaging JournalsLinking JournalsJournal Entry EditorCalendar Navigator

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Managing JournalsYou can have as many Journals as you wish. They are organized in the calendar navigator on the lefthand side of the Journals display area. By using the entries navigator, Journals can be created or deleted.

See Calendar Navigator for more information.

Creating or editing a Journal, requires launching the Journals Editor, in a similar way to launching theNotes editor. The Journals editor is launched in a different window, therefore you could edit more thanone Journal at the same time, and you could still access your main window if you need to lookup furtherdetails, such as a contact or an event.

To Add A New Journal

First navigate to the desired date using the calendar navigator, then:

Right click on the Journals List choose "Add A New Journal", orClick on the Navigator Toolbar: orPress the keyboard shortcut: Ctrl+N

To Edit An Existing Journal:

Select the Journal Entry you wish to edit by left clicking on it's name in the Navigator. You mayneed to navigate to the correct date in the calendar to locate the one you want. After selecting, theJournal is then loaded and displayed on the right hand side ready for editing.

See Journal Entry Editor for further information.

To Delete An Existing Journal:

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First select the Journal you wish to delete, the Journal's name should be highlighted in theNavigator, then;

Either:Choose from the Main Menu "Navigator/Delete", orRight Click on the Navigator and choose "Delete", orClick on the Navigator Toolbar orPress the keyboard shortcut: Del

Related TopicsIntroduction to JournalsLinking JournalsJournal Entry EditorCalendar Navigator

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Linking JournalsJournals can be linked to other database records such as Contacts or Planner Events. This enables you toexpand the scope of the data by adding an extra dimension to enable a much more widerunderstanding.

Journals can be linked to other Journals, Planner Events, Contacts, Tasks, Notes and Noteboard.

In the Item's Information area, there is a tab called "Related Links". This tab shows a list view of the linksthat are directly related to the currently selected Journal. Some of the links are from other databaseitems and some may be direct connections to an item. The links are grouped as per which section/itemthe linking belongs to.

See Related Links List for more information

To Link A Journal To A Database Item

First select a Journal from the Journal Calendar List by left clicking on it, so that's it is highlighted,then;Either:

Choose from the Main Menu "Journal/Link Journal to a Database Item", or

Click on the Journal Toolbar icon: orRight Click on the Journal and choose "Link This Journal to a Database Item" from the context

menu.

See Linking Items Selector for more information

Related TopicsIntroduction to JournalsManaging JournalsJournal Entry EditorCalendar Navigator

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Journal Entry EditorThe Journal's Entry Editor is exactly the same as the Notes Editor. It has all the functions and abilities ofnotes. You can add rich text, images, tables and hyperlinks in the same way as note documents.

See Notes Editor for more information about editing.

Related TopicsIntroduction to JournalsManaging JournalsLinking JournalsCalendar Navigator

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Calendar NavigatorThe monthly calendar, on the left side above the journals list, used to navigate for locating journalentries. To change the months, click on the arrow button located on the top of the calendar, left or rightof the months name, to increase or decrease the month. To select a day, just click on the date number inthe month.

You can select more than one day by left clicking and dragging the mouse to the second day. Theselected days are then highlighted. You can only select consecutive days, eg: 10,11,12,13,14 and not10,12,18 etc.

When a date is selected, the journals list shows the entries contained in the selected dates. You may thenselect, edit or create new journal entries accordingly.

The calendar with multiple dates can be selected by left clicking and dragging the mouse over the days.To select a whole week, left click on one the week numbers on the left hand side of the month calendar.

Related TopicsIntroduction to JournalsManaging JournalsLinking JournalsJournal Entry Editor

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Introduction to FinanceWith doogiePIM Finance section, you can store financial type records, such as money transactions, sales,purchases and other banking financial type information.

Finance data, in doogiePIM, can be added, edited and deleted. Each operation can be done only whenyou are in the Finance section of doogiePIM.

To Go To The Finance Section

Either:Choose from the Main Menu "File/Go To Section/Finance", or

Click on the Main Section Toolbar icon: Finance

Items are organized in a tree view, similar to the other sections. You can have as many items as you wishin each folder and have as many folders as you need. You may also format certain folders to havecolours so they stand out.

The main difference with the Finance section, to other folder navigators within doogiePIM, is you willnotice there is four static folders; named Sales, Purchases, Banking and General. These folders cannot be removed and serve as holders for the type of Finance records you add.

example: You add a Sales transaction to a Sales folder and a Purchase transaction into a purchasefolder.

When you add a new sub-folder, the type of folder is determined by the folder you are currently on. Forexample, if you have the Sales folder selected, then clicking on the command "Add New Sub-folder" willcreate a brand new Sales folder under it. Now you will be able to add Sales transactions into that folder.It isn't possible to move Purchase transactions into a Sales folder or Sales into a Banking folder (forobvious reasons).

There is a General folder that can be used to hold all general type transactions, you may wish to add.

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See Folders for more information.

In this Finance section you can add folders and items. Each item can contain comprehensive detailsabout the data. You can enter details about the transaction, comments and other information asneeded.

Each finance transaction type is different. A Sales transaction is like an Invoice, with fields for Dispatch,Payment etc. Along with the detail lines of the products (taken from the Resources section).The Banking transactions are like your bank statement with different details in the lines, such as Deposit(Credit) and Withdrawal (Debit).

See Managing Finance Records for more information.

Related TopicsManaging General Transaction RecordsManaging Sales Transaction RecordsManaging Purchase Transaction RecordsManaging Banking Transaction RecordsSearching Transactions

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Introduction to SpreadsheetsSpreadsheets can be added, edited and deleted. Each operation can be done only when you are in theFinance section of doogiePIM.

To Go To The Finance Section

Either:Choose from the Main Menu "File/Go To Section/Finance", or

Click on the Main Section Toolbar icon: Finance

A Finance spreadsheet:

Items are organized in a tree view, similar to the other sections. You can have as many items as you wishin each folder and have as many folders as you need. You may also format certain folders to havecolours so they stand out, as in the example above.

See Folders for more information.

Related Topics

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Spreadsheet CellsSpreadsheets doogiePIM can be added, edited and deleted. Each operation can be done only when youare in the Finance section of doogiePIM.

To Go To The Finance Section

Either:Choose from the Main Menu "File/Go To Section/Finance", or

Click on the Main Section Toolbar icon: Finance

Entering Data into Cells

If the Spreadsheet has focus and none of its cells are being edited, the text typed by a user is written tothe active cell. In this instance, the active cell text is erased when typing the first symbol. In order tomodify a cell value without erasing its contents you should double-click the desired cell. This activatesthe cell editor and its text is not lost.

There are three ways in which you can terminate cell editing. The TAB key stops editing, and focusmoves to the next cell. The ENTER key stops editing and moves focus one cell down. The last method isto move focus to another cell using the mouse.

See Spreadsheet Operators and Functions for more information on formulas.

Selecting Cells

You can select cells in two ways. The first one is to click a cell and drag the mouse to the cell, which willrepresent the opposite corner of the selection. The second is to use the keyboard Arrows keys whileholding the SHIFT key.

Inserting/Deleting Rows and Columns

Rows and Columns of cells can be inserted/deleted by shifting cells in columns or rows to which theybelong or inserting/deleting the entire rows or columns.

To insert/delete use the main menu Spreadsheet/Add... then selects Rows or Columns.

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Formatting Cells

Formatting of cells is realized via the Format Cells command found in the main menu Spreadsheet orright-click command. This window provides many options to format the cell in respect of colour,borders, and format of content.

You can also use the formatting bar above the spreadsheet to format text and colours.

Clearing Cells

You can clear cell contents and style formatting, if needed, which means that cell's content (not the cellsthemselves) are deleted and style is reset.

You can clear cells by selecting the required cell range and pressing the Del keyboard key.

Related Topics

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What is a FormulaA formula is an equation that carries out specific operations against worksheet data. Formulas canperform mathematical operations, such as addition and multiplication, or they can compare worksheetvalues or join text. Formulas can refer to other cells on the same worksheet, cells on other sheets in thesame workbook.Note: formulas cannot refer to other cells on sheets in other workbooks.

The following example adds 600 to the value in cell A1 and then divides the result by the sum of thevalues in cells C1 and E1.

Constructing a formula

Formulas calculate values in a specific order. A formula in the Spreadsheet always begins with an equalsign (=). An equal sign tells the Spreadsheet that all subsequent characters constitute a formula.Following the equal sign are the elements to be calculated (the operands), which are separated bycalculation operators. Each element can be a function call with parameters. The Spreadsheet calculatesformulas from left to right, according to the specific order of each operator in the formula. You canchange the order of operations by using parentheses.

Referring to cells

A formula can refer to constant values and to other cells. A cell that contains a formula is known as adependent cell when its value depends on other cell values. For example, cell B2 is a dependent cell if itcontains formula ‘= C2’. There are two types of cell addressing in the Spreadsheet: relative addressingand absolute addressing. The first assumes that if you delete a column, all addresses will be changedaccordingly, its designation is ‘= C2’. So, if column A is deleted, this address will change to ‘= B2’.

Absolute addressing does not change when a column is deleted, its designation is ‘= $C$2’.

Whenever the cell to which a formula refers changes, the dependent cell also changes by default. If youenter a formula manually, the Auto Recalculation property must be enabled in order to enable automaticformula calculation.

If you use constant values instead of references to cells (for example, ‘= 30 + 70 + 110’), the resultchanges only if you modify your formula.

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Formulas can also refer to a range of cells.

Using worksheet functions

The Spreadsheet contains a number of predefined or built-in formulas which are known as functions. Functions can be used to perform simple or complex calculations. The most frequently used function isthe SUM function, which is used to add numbers in a range of cells.

The image above shows how to use the SUM function to add values in range C1:D1.

Related Topics

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Spreadsheet Operators and FunctionsThe Finance Spreadsheet in do-Organizer provides a number of predefined (built-in) operators andfunctions. Operators perform basic operations while functions are used to perform more complexcalculations. The operators and functions can be divided into groups as follows:

Arithmetic Operators Logical Operators Arithmetic Functions Logical Functions Statistical Functions Date and Time Functions Text Functions "IS" Functions

Arithmetic OperatorsArithmetic operators allow you to perform basic arithmetic operations.

Mnemonics Operands Example and explanation

+ Two arguments = 5 + B1

Adds the first argument's value to the value of the secondargument.

- Two arguments = A5 - B1

Subtracts the second argument's value from the value of the firstone.

* Two arguments = A2 * A3

Multiplies the first argument's value by the value of the secondargument.

/ Two arguments = A1 / PI()

Divides the first argument's value by the value of the secondargument.

^ Two arguments = B1 ^ A2

Raises the first argument's value to the power determined by thesecond argument's value.

Logical operatorsLogical operators perform comparison operations and return a logical value (TRUE or FALSE) as a result.

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Mnemonics Operands Example and explanation

= Two argumentsof logical types

= A1=A2

The equality operation. Returns TRUE if the first argument isequal to the second one. Otherwise, returns FALSE.

<> Two argumentsof logical types

= A1<>B2

The inequality operation. Returns TRUE if values within the listare not equal. Otherwise, returns FALSE.

< Two argumentsof logical types

= A1<B1

The "Less than" operation. Returns TRUE if the first argument isless than the second one. Otherwise, returns FALSE.

> Two argumentsof logical types

= A1>100

The "Greater than" operation. Returns TRUE if the first argumentis greater than the second one. Otherwise, returns FALSE.

<= Two argumentsof logical types

= A2<=C4

The "Less than or equal to" operation. Returns TRUE if the firstargument is less than or equal to the second one. Otherwise,returns FALSE.

>= Two argumentsof logical types

= A2>=1.57

The "Greater than or equal to" operation. Returns TRUE if thefirst argument is greater than or equal to the second one. Otherwise, returns FALSE.

Arithmetic functionsA set of mathematic and trigonometric functions.

Mnemonics Operands Action

ABS One argument ofdouble type

=ABS(B6)

Returns the absolute value.

ACOS One argument ofdouble type

=ACOS(B16)

Returns the arccosine.

ACOSH One argument ofdouble type

=ACOSH(A1)

Returns the inverse hyperbolic cosine.

ASIN One argument ofdouble type

=ASIN(B6)

Returns the arcsine.

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ASINH One argument ofdouble type

=ASINH(C2)

Returns the inverse hyperbolic sine of the argument.

ATAN One argument ofdouble type

=ATAN(C5)

Returns the arctangent.

ATAN2 Two argumentsof double type

=ATAN2(A1, A2)

Returns the arctangent using x- and y- coordinates.

ATANH One argument ofdouble type

=ATANH(D4)

Returns the inverse hyperbolic tangent.

CEILING Two argument ofdouble type

=CEILING(2.5, 1)

Rounds the first argument up to the nearest multiple based onthe significance specified by the second argument.

COS One argument ofdouble type

=COS(A1)

Returns the cosine.

COSH One argument ofdouble type

=COSH(D7)

Returns the hyperbolic cosine

COUNTIF Two arguments:the range of cellsand thecondition of typestring

=COUNTIF(A1:A7,">2")

Counts the number of non blank cells within a range which meeta given condition.

DEGREES One argument ofdouble type thatspecifies angle inradians

=DEGREES(PI()/2)

Converts radians to degrees.

EVEN One argument ofdouble type

=EVEN(-1)

Rounds the argument up to the nearest even integer.

EXP One argument ofdouble type

=EXP(C1)

Returns the exponent value of the argument

FACT One nonnegativeargument

=FACT(2)

Returns the factorial of the argument.

FLOOR Two argumentsof double type

=FLOOR(-2.5, -2)

Rounds the first argument down, towards zero, to the nearestmultiple of the significance specified by the second argument.

INT Argument oftype double

=INT(E4)

Rounds the argument down to the nearest integer.

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LN One argument ofdouble type

=LN(C1)

Returns the natural logarithm.

LOG Two arguments:the number andthe base

=LOG(100, 10)

Returns the logarithm of a number to the specified base.

LOG10 One argument ofdouble type

=LOG10(1000)

Returns the base-10 logarithm of the argument.

MOD Two arguments:a number anddivisor

=MOD(4,3)

Returns the remainder after the number is divided by the divisor.

ODD One argument ofdouble type

=ODD(3.5)

Rounds the argument up to the nearest odd integer.

PI No argumentsrequired

=PI()

Returns the value of Pi.

POWER Two argumentsof double type:the number andthe power

=POWER(A1,4)

Raises the number to the base.

RADIANS One argument oftype double thatspecifies angle indegrees.

=RADIANS(180)

Converts degrees to radians.

RAND No argumentsrequired

=RAND()

Returns a random number between 0 and 1.

ROUND Two arguments:the number ofdouble type andthe number ofdigits

=ROUND(20.57, 1)

Rounds the first argument to the specified number of digits.

ROUNDDOWN

Two argumentsof double type

=ROUNDDOWN(2.75,0)

Rounds the argument toward zero. The first argument specifies a number to round up. The secondargument defines the number of digits to which you want toround the first argument.

ROUNDUP Two argumentsof double type

=ROUNDUP(-3.42,1)

Rounds the argument toward infinity. The first argument specifies a number to round up. The secondargument defines the number of digits to which you want toround the first argument.

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SIGN One argument ofdouble type

=SIGN(A2)

Returns the sign.

SIN One argument ofdouble type

=SIN(A1)

Returns the sine.

SINH One argument ofdouble type

=SINH(1)

Returns the hyperbolic sine.

SQRT One argument ofdouble type

=SQRT(B5)

Returns the square root.

SUM A list ofarguments

=SUM(A1:C12)

=SUM(A1, 3.14, 1.57)

Sums all the values in the list.

SUMSQ A list ofarguments

=SUMSQ(B1:D1)

=SUM(1, 2, 3, 4)

Sums the square of values in the list

TAN One argument ofdouble type

=TAN(C3)

Returns the tangent.

TANH One argument ofdouble type

=TANH(0)

Returns the hyperbolic tangent.

TRUNC One argument ofdouble type

=TRUNC(PI())

Returns the integer part. Compare this with the Int function,which returns a double

Statistical functionsBasic statistical functions.

Mnemonics Operands Example and explanation

AVERAGE A list ofarguments

=AVERAGE(A1:A5)=AVERAGE(10.3, 9.1)

Calculates the average value of values within the list.

AVERAGEA A list ofarguments

=AVERAGEA(A1:A5)

Calculates the average value of the non-empty cells referenced. AVERAGEA(range) equals SUM(range)/COUNTA(range).

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COUNT A list ofarguments

=COUNT(A1:A4)=COUNT(1, 5, 8)

Returns the number of cells in a given range.

COUNTA A list ofarguments

=COUNTA(A1:A4)

Counts the number of non-empty cells in a given range.

COUNTBLANK A list ofarguments

=COUNTBLANK(A1:E1)

Counts the number of empty cells.

MAX A list ofarguments

=MAX(A1:D1)=MAX(A1, 100, C2)

Returns the largest argument value.

MIN A list ofarguments

=MIN(A1:D1)=MIN(0, C2)

Returns the smallest argument value.

SUM A list ofarguments

=SUM(A1:C12)=SUM(A1, 3.14, 1.57)

Sums values within the list.

SUMSQ A list ofarguments

=SUMSQ(B1:D1)=SUMSQ(1, 2, 3, 4)

Sums squares of values within the list.

Logical functionsLogical functions take logical values as arguments and return a logical value as a result.

Mnemonics Operands Example and explanation

AND A list of logicalarguments

=AND(1<B4, B4<100)

Logical AND operation.Returns TRUE if all values within the list are TRUE; returns FALSE ifone or more values within the list evaluates to FALSE.

FALSE No argumentsrequired

=FALSE()

Returns the logical value FALSE.

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IF Threearguments: thelogicalexpression, thevalue to return ifthe expressionsucceeds, thevalue to returnthe expressionfails.

=IF(A10<=100, "Within budget", "Over budget")

Returns the second argument if the logical expression evaluatesto TRUE and the third argument otherwise.

NOT One argumentof logical type

=NOT(1>D4)

Logical NOT operation.Reverses the value of its argument.

OR A list of logicalarguments

=OR(A1>=10, A1<=–10)

Logical OR operation.Returns TRUE if any argument is TRUE; returns FALSE if all valueswithin the list evaluate to FALSE.

TRUE No argumentsrequired.

=TRUE()

Returns the logical value TRUE.

Date and Time functions

Mnemonics Operands Example and explanation

DATE Three operandsdefining theyear, month andday.

=DATE(1900,1,1)

Calculates the serial number that represents a specified date.

DAY One argumentdefining theserial number ofthe requireddate.

=DAY(TODAY())

Returns the day portion of a given date.

HOUR One argumentdefining theserial number ofthe requireddate/time value.

=HOUR(NOW())

Returns the hour portion of a given date/time value.

MONTH One argumentdefining theserial number ofthe requireddate.

=MONTH(TODAY())

Returns the month portion of a given date.

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MINUTE One argumentdefining theserial number ofthe requireddate/time value.

=MINUTE(NOW())

Returns the minutes portion of a given date/time value.

NOW No argumentsrequired.

=NOW()

Returns the current time in general format. You can apply furtherformatting to the result of the function.

SECOND One argumentdefining theserial number ofthe requireddate/time value.

=SECOND(NOW())

Returns the seconds portion of a given date/time value.

TIME Three argumentsdefining hour,minute andsecond parts ofa time value.

=TIME(16, 48, 10)

Returns a decimal number for a specified time.

TODAY No argumentsrequired.

=TODAY()

Returns the serial number of the current date.

WEEKDAY Two arguments:the serialnumber of therequired date,weekday base.

=WEEKDAY(TODAY())=WEEKDAY(DATE( 2002, 12, 1),1)

Returns the day of the week corresponding to the specified date. The weekday base identifies the first day of the week anddetermines the return value type:

1 or omitted: the first day of the week is Sunday.

The function returns 1 for Sunday, 2 for Monday, etc.

2: the first day of the week is Monday. The function returns 1 for Monday, 2 for Tuesday, etc.

3: the first day of the week is Monday. The function returns 0 for Monday, 1 for Tuesday, etc.

YEAR One argumentdefining theserial number ofthe requireddate.

=YEAR(TODAY())

Returns the year portion of a given date.

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Text functions

Key Operands Example and explanation

& (ampersand) Two argumentsof type string

= "doogie"&"PIM"

Concatenates specified strings.

CONCATENATE A list of strings =CONCATENATE("BiteSpire", "Software")

Joins several text strings in one text string. An alternative to"&".

DOLLAR Two argumentsdefining thevalue and thenumber of digitsto the right ofthe decimalpoint in theoutput string.

=DOLLAR(957.344, 2)

Converts the number to text using currency format$#,##0.00_);($#,##0.00), with the decimals rounded to thespecified number of places.

FIXED The firstargument oftype double isrequired. Thesecondargument oftype integer isoptional (thedefault value is2). The thirdargument oftype Boolean isoptional

=FIXED(1234.567, 1)

Rounds the first argument to the number of decimalsdetermined by the second argument and returns it as astring. The third parameter specifies whether to omitcommas in the output string.

LEFT The firstargument oftype string isrequired. Thesecondargument oftype integer isoptional.

=LEFT(A1)

=LEFT(A1, 3)

Returns the first character or characters in a text string. Thesecond parameter defines the number of characters toextract. The default value is 1

LEN One argumentof type string.

=LEN("ABC")

Returns the length of a given string.

LOWER One argumentof type string.

=LOWER(A1)

Converts a string to lowercase.

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MID The firstargument is oftype string, thesecond and thethird argumentsare of typeinteger.

=MID("ABC",3,1)

Returns the substring of a given text string. The position ofthe substring is defined by the second parameter. The thirdparameter specifies the number of characters to extract.

RIGHT The firstargument oftype string isrequired. Thesecondargument oftype integer isoptional

=RIGHT(B2, 3)

Returns the last character or characters in a text string. Thesecond parameter defines the number of characters toextract. The default value is 1.

TRIM One argumentof string type

=TRIM(" BiteSpire Soft ware ")

Removes all spaces from text except for single spacesbetween words.

UPPER One argumentof type string.

=UPPER(A1&A2)

Converts a string to uppercase.

"IS" functionsFunctions which test the type of a value and return a Boolean result.

Mnemonics Operands Example and explanation

ISBLANK A value of anytype

=ISBLANK(A1)

Returns TRUE if cell is empty.

ISERR A value of anytype

=ISERR(H1)

Returns TRUE if the cell contains any error value except #N/A.

ISERROR A value of anytype

=ISERROR(A7)

Returns TRUE if the cell contains any error value (#N/A, #VALUE!,#REF!, #DIV/0!, #NUM!, #NAME?, or #NULL!).

ISLOGICAL A value of anytype

=ISLOGICAL(C3)

Returns TRUE if the specified value refers to a logical value.

ISNA A value of anytype

=ISNA(E5)

Returns TRUE if the cell contains #N/A (value not available) errorvalue.

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ISNONTEXT A value of anytype

=ISNONTEXT(D4)

Returns TRUE if the cell does not contain text. Returns TRUE forblank cells

ISNUMBER A value of anytype

=ISNUMBER(A2)

Returns TRUE if the cell contains a number.

ISTEXT A value of anytype

=ISTEXT(D1)

Returns TRUE if the specified cell contains text.

Related Topics

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Managing General Transaction RecordsGeneral transaction records or items, in doogiePIM, can be added, edited and deleted. Each operationcan be done only when you are in the Finance section.

To Go To The Finance Section

Either:Choose from the Main Menu "File/Go To Section/Finance", or

Click on the Main Section Toolbar icon: Finance

To Add A New General Transaction

First ensure you have selected a "General" folder from the Navigator.

By default, these folders are the grey folders, but may be customized in colour and text format, theneither;

Choose from the Main Menu "Transactions/Add a New General Transaction", orRight Click on the Transactions List and choose "Add a new General Transaction", or

Click on the Transaction items toolbar icon: "Add a New General Transaction"

With the record's details window is open, fill in the input boxes and edit the details as needed:

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The custom fields are for your own use. You could use these for any purpose you wish. You are free tochange the label text of the custom fields in the Settings and Preferences.

When you are satisfied with the details you have entered, click on Save to save the details or click onCancel to cancel any changes made.

To Select A Transaction

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Left click on the Transactions List where the Transaction Record is displayed. The record is selectedwhen it's highlight colour is shown.

To Edit An Existing Transaction's Details

Either:Choose from the Main Menu "Transaction/Edit Selected Transaction", or

Click on the Records Toolbar icon: Edit Selected Transaction (located above the TransactionsList), or

Double Click on the Transaction in list view.

The operation of editing is the same as adding. See the details above for more information.

To Delete An Existing Transaction

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Either:Choose from the Main Menu "Transaction/Delete Selected Transactions", or

Click on the Records Toolbar icon: Delete Selected Transactions (located above theTransactions List)

Related TopicsIntroduction to FinanceManaging Sales Transaction RecordsManaging Purchase Transaction RecordsManaging Banking Transaction RecordsSearching Transactions

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Managing Sales Transaction RecordsSales transaction records or items, in doogiePIM, can be added, edited and deleted. Each operation canbe done only when you are in the Finance section.

To Go To The Finance Section

Either:Choose from the Main Menu "File/Go To Section/Finance", or

Click on the Main Section Toolbar icon: Finance

To Add A New Sales Transaction

First ensure you have selected a "Sales" folder from the Navigator.

By default, these folders are the green folders, but may be customized in colour and text format, theneither;

Choose from the Main Menu "Transactions/Add a New Sales Transaction", orRight Click on the Transactions List and choose "Add a new Sales Transaction", or

Click on the Transaction items toolbar icon: "Add a New Sales Transaction"

With the record's details window is open, fill in the input boxes and edit the details as needed:

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When you are satisfied with the details you have entered, click on Save to save the details or click onCancel to cancel any changes made.

To Select A Sales Transaction

Left click on the Transactions List where the Transaction Record is displayed. The record is selectedwhen it's highlight colour is shown. Only the main transaction is displayed in the list grid. In order to see the details lines of the Sale, look at the lowerpart of the display where the details tabs are located and click on the "Transactions" tab. This lower grid will then display the product transaction linesinside that Sale.

To Edit An Existing Sales Transaction's Details

Either:Choose from the Main Menu "Transaction/Edit Selected Transaction", or

Click on the Records Toolbar icon: Edit Selected Transaction (located above the TransactionsList), or

Double Click on the Transaction in list view.

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The operation of editing is the same as adding. See the details above for more information.

To Delete An Existing Sales Transaction

Either:Choose from the Main Menu "Transaction/Delete Selected Transactions", or

Click on the Records Toolbar icon: Delete Selected Transactions (located above theTransactions List)

Related TopicsIntroduction to FinanceManaging General Transaction RecordsManaging Purchase Transaction RecordsManaging Banking Transaction RecordsSearching Transactions

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Managing Purchase Transaction RecordsPurchase transaction records or items, in doogiePIM, can be added, edited and deleted. Each operationcan be done only when you are in the Finance section.

To Go To The Finance Section

Either:Choose from the Main Menu "File/Go To Section/Finance", or

Click on the Main Section Toolbar icon: Finance

To Add A New Purchase Transaction

First ensure you have selected a "Purchases" folder from the Navigator.

By default, these folders are the orange folders, but may be customized in colour and text format,then either;

Choose from the Main Menu "Transactions/Add a New Purchase Transaction", orRight Click on the Transactions List and choose "Add a new Purchase Transaction", or

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Click on the Transaction items toolbar icon: "Add a New Purchase Transaction"

With the record's details window is open, fill in the input boxes and edit the details as needed:

When you are satisfied with the details you have entered, click on Save to save the details or click onCancel to cancel any changes made.

To Select A Purchase Transaction

Left click on the Transactions List where the Transaction Record is displayed. The record is selectedwhen it's highlight colour is shown.Only the main transaction is displayed in the list grid. In order to see the details lines of the Sale, lookat the lower part of the display where the details tabs are located and click on the "Transactions" tab. This lower grid will then display theproduct transaction lines inside that Purchase.

To Edit An Existing Purchase Transaction's Details

Either:

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Choose from the Main Menu "Transaction/Edit Selected Transaction", or

Click on the Records Toolbar icon: Edit Selected Transaction (located above the TransactionsList), or

Double Click on the Transaction in list view.

The operation of editing is the same as adding. See the details above for more information.

To Delete An Existing Purchase Transaction

Either:Choose from the Main Menu "Transaction/Delete Selected Transactions", or

Click on the Records Toolbar icon: Delete Selected Transactions (located above theTransactions List)

Related TopicsIntroduction to FinanceManaging General Transaction RecordsManaging Sales Transaction RecordsManaging Banking Transaction RecordsSearching Transactions

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Managing Banking Transaction RecordsBanking transaction records or items, in doogiePIM, can be added, edited and deleted. Each operationcan be done only when you are in the Finance section.

To Go To The Finance Section

Either:Choose from the Main Menu "File/Go To Section/Finance", or

Click on the Main Section Toolbar icon: Finance

To Add A New Banking Transaction

First ensure you have selected a "Banking" folder from the Navigator.

By default, these folders are the blue folders, but may be customized in colour and text format, theneither;

Choose from the Main Menu "Transactions/Add New Bank Transactions", orRight Click on the Transactions List and choose "Add new Bank Transactions", or

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Click on the Transaction items toolbar icon: "Add New Bank Transactions"

With the record's details window is open, fill in the input boxes and edit the details as needed:

When you are satisfied with the details you have entered, click on Save to save the details or click onCancel to cancel any changes made.

To Select A Banking Transaction

Left click on the Transactions List where the Transaction Record is displayed. The record is selectedwhen it's highlight colour is shown.

To Edit An Existing Bank Transaction's Details

Either:Choose from the Main Menu "Transaction/Edit Selected Transaction", orClick on the Records Toolbar icon: Edit Selected Transaction (located above the Transactions List),

orDouble Click on the Transaction in list view.

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The operation of editing is the same as adding. See the details above for more information.

To Delete An Existing Purchase Transaction

Either:

Choose from the Main Menu icon: "Transaction/Delete Selected Transactions", or

Click on the Records Toolbar icon: Delete Selected Transactions (located above theTransactions List)

Related TopicsIntroduction to FinanceManaging General Transaction RecordsManaging Sales Transaction RecordsManaging Purchase Transaction RecordsSearching Transactions

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Searching TransactionsThe records in doogiePIM can be searched for in the relevant section for the currently selected folder byusing the quick search facility located under the List View or the Card View. If you want a more advancedsearch or a list of matching items for exporting, then you could use the Database Search.

See Database Search for more information.

The search is case-insensitive. This means if you searched for "smith", then the system will find "Smith"and "SMITH". Regular Expressions are also supported

Enter the search text:

SMITH

A normal search term so doogiePIM will find items that match SMITH.

Enter the regular expression search text:

(smith|jones)

This is a regular expression search. Here the example searches for items matching smith or jones.

See Syntax of Regular Expressions for more information.

The Quick Search bar that is located under section list views.

To Use the Quick Search

1. Choose from the "Search in" blue drop down text by clicking on the blue underlined text andchoose the field you want to search in. If you are not sure which field to search in then choose "AllColumns" from the list of choices.

2. Click on the matching type (next blue text) to change the way the search text matches the field:

ContainsMatches text inside text, eg: "BiteSpire" with match against "Made by BiteSpire Software"

Start withMatches text that starts with text, eg: "BiteSpire" with match against "BiteSpire Software" but not "Visit BiteSpire Software".

Ends WithMatches text that ends with text, eg: "BiteSpire" with match against "Made by BiteSpire" but not "BiteSpire Software".

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RegExprMatches the text using a regular expression.

See Regular Expressions for more information.

3. Enter the text you wish to search for in the input box "Text".

4. Click on the Find First button on the right of the "search for" input box, to locate the firstmatching item in the list. Pressing Enter on your keyboard also activates this command.

5. Click on the Find Next button on the right of the "search for" input box, to locate the nextmatching item in the list.

If any item is found that matches your criteria, the appropriate record is automatically selected so thedetails are displayed in the item's information area. If no record is found, a warning dialog is displayedaccordingly.

Related TopicsIntroduction to FinanceManaging General Transaction RecordsManaging Sales Transaction RecordsManaging Purchase Transaction RecordsManaging Banking Transaction Records

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Introduction to NoteboardNoteboard is a diagramming and note block tool used to outline ideas and structures. You can useNoteboard to outline a family tree or an organizational structure. You may even use Noteboard to makesimple diagrams to outline a web site. The little blocks can contain rich formatted text or images. Thinkof them like little notes that you can move around and resize on your desktop.

Why Use A Noteboard?

A visual diagram is much easier to understand than a list of text. That is why software uses icons. It isquicker to commit the image of a command than to parse and understand text. Our brains work fasterwhen confronted with an image.

In a simple example, read the following text:

"Michael Jones is married to Amy. They had a son called Ted who married Linda. Ted and Lindagave birth to Harry. Harry is now a proud father of Tim."

Now you've read it, answer the following question...

Who is the mother of Harry Jones?

You couldn't answer this question unless you could visualize the family tree in your mind or write itdown. Typically you would probably create mental memory cells to store each part of the question andit's associated properties. Then you would visualize which cell links to another. You could easily visualizethat Michael Jones is the father of Ted, but it is much more difficult to visualize who is the mother ofHarry.

However, if we use Noteboard to make a diagram, it is very clear to see the answer to the question.

We can clearly see, in the following Noteboard example, the Harry Jones Block and above it areconnector lines that link Ted Jones and Linda Smith. So we know that Linda is the mother.

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Obviously this is a very simple example. You could use a Noteboard to visualize all sorts of structures.The Blocks in a diagram can be linked to multiple Blocks giving a better overview of an idea.

Related TopicsManaging NoteboardExporting NoteboardsNoteboard Editor

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Managing NoteboardYou can have as many Noteboards as you wish. They are organized in the Navigator on the left handside of the Noteboard display area. By using the navigator, Noteboards can be created, deleted ormoved into different folders.

See Folders for more information on using the Navigator.

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Creating or editing a Noteboard is done in the right hand side of the Noteboard window, next to theNavigator tree, in a similar way to editing Notes. The Noteboard editor is immediately available for youto start jotting down those ideas.

To Add A New Noteboard

Either:

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Right click on the Folders Navigator choose "Add A New Noteboard", orClick on the Navigator Toolbar icon:

or

Press the keyboard shortcut: Ctrl+N

To Edit An Existing Noteboard

Select the Noteboard you wish to edit by left clicking on it's name in the Navigator. You may needto open and navigate your folders to locate the one you want. After selecting, the Noteboard is thenloaded and displayed on the right hand side ready for managing.

See Noteboard Editor for further information.

To Delete An Existing Noteboard

First select the Noteboard you wish to delete, the Noteboard name should be highlighted in theNavigator, then;Either:

Choose from the Main Menu "Navigator/Delete", orRight Click on the Navigator and choose "Delete", or

Click on the Folders Navigator Toolbar icon: orPress the keyboard shortcut: Del

Related TopicsIntroduction to NoteboardsExporting NoteboardsNoteboard Editor

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Exporting Noteboards and Note BlocksYou can export a whole Noteboard document to a bitmap or HTML for other uses, eg: Use on your website or you could export the single Note Blocks to RTF, HTML, or Plain Text.

To Export A NoteboardFirst, select the Noteboard you wish to export by left clicking on it's name in the Navigator. You mayneed to open and navigate your folders to locate the one you want. After selecting, the Noteboard isthen loaded and displayed on the right hand side ready for exporting.

From the main menu choose "File/Export/Noteboard Canvas".

The standard save dialog is then displayed. Choose a folder and filename for the exported documentand choose which file type you want from the file types combo box. Then click on Save to create thenew document.

To Export A Note BlockFirst, select the Note Block you wish to export by left clicking on it's name in the Noteboard Canvasarea.

See Managing Note Block Selection for more information.

From the main menu choose "File/Export/Noteboard Note Block".

The standard save dialog is then displayed. Choose a folder and filename for the exporteddocument and choose which file type you want from the file types combo box. Then click on Saveto create the new document.

Related TopicsIntroduction to NoteboardsManaging NoteboardsNoteboard Editor

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Noteboard EditorCreating or editing a Noteboard is done in the Noteboard section. On the right hand side of the sectionwindow in the Noteboard canvas where Note Blocks are created and edited.

All of the main drawing of the Blocks is done in the canvas area. On the bottom of the editor is theproperty panels used for fine tuning content and showing related links.

The Note Blocks contained in the selected Noteboard is listed under the Navigator as a list. When youselect a block the corresponding block in the list is also selected automatically.

An overview of the Noteboard Editor

Related TopicsIntroduction to NoteboardsManaging NoteboardsExporting

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Arranging BlocksBlocks can be arranged to suit your needs. You can move Blocks around the canvas area and you canbring the Block to the front or send it to the back of other Blocks.

There are other options, not immediately apparent, for example, rotating Blocks around a Block, in a sortof roundabout fashion, or you could randomly scatter Blocks around the canvas. Sometimes arandom scatter can fire up a new idea.

When arranging Blocks, you must first select the Blocks you want to affect. Some operations can bedone on one Block, while others require more than one Block, ie: Rotate Blocks.

See Managing Block Selection for further information.

To Send A Block To The Back Of Other BlocksLeft click on the Main toolbar icon "Send To Back", orRight click on a selected Block and choose "Send To Back"

To Bring A Block Forward To The Front Of Other BlocksLeft click on the Main toolbar icon "Bring To Front", orRight click on a selected Block and choose "Bring To Front"

Related TopicsBlock PropertiesLinking BlocksConnector Line PropertiesEditing Block Text ContentsConnecting Blocks To Other BlocksManaging Block SelectionNoteboard CanvasMoving And Sizing BlocksNavigating Blocks

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Block PropertiesThe properties of a Note Block can be seen using the property panels located on the right hand side ofthe Noteboard Editor.

When editing Blocks, you must first select the Block you want to change. Some editing operations canonly be done on the current Block.

See Managing Block Selection for further information.

An Overview Of A Note Block

Each visual property of the block can be edited as needed. You can change the background colour, iconor you can hide certain parts of a Block, eg title or icon.

Tip: Shadows under Blocks requires heavy processing and could slow down the display of theNoteboard document. It is recommended to only use shadows if you have a fast processor (2GHz or greater).

Here are some various examples of Blocks

Title and description shown, but the title has been coloured the samebackground colour as the description. Shadow was switched off.

Title hidden with a different border colour. Shadow was switched off.

A block with an image. This was made by inserting a 2 column 1 rowtable inside the note block. The image was inserted in the first tablecell, the text in the second.

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A Block with the description hidden. Shadow was switched off.

Related TopicsArranging BlocksLinking BlocksConnector Line PropertiesEditing Block Text ContentsConnecting Blocks To Other BlocksManaging Block SelectionNoteboard CanvasMoving And Sizing BlocksNavigating Blocks

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Editing Block Text ContentsEach Block has a title and note content which can be editing. You can place any kind of rich formattedtext into the content while the title can only be plain text.

When editing Blocks, you must first select the Block you want to change. Some editing operations canonly be done on the current Block.

See Managing Block Selection for further information.

To Edit The Title

First select the block you want to edit:Click on the Block Properties tab in the information area and edit the Title field.

You can enter any single line of plain text you wish. The block is immediately updated as you typethe text.

To Edit The Block Rich Text Content

Click on the content part of a Block (under the block's title).

You can enter any formatted rich text you wish.

See Notes Editor for more information

Related TopicsArranging BlocksBlock PropertiesLinking BlocksConnector Line PropertiesConnecting Blocks To Other BlocksManaging Block SelectionNoteboard CanvasMoving And Sizing BlocksNavigating Blocks

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Linking Blocks to Database ItemsNote Blocks, in a Noteboard, can be linked to other database records such as Contacts or Notes. Thisenables you to expand the scope of the data by adding an extra dimension to enable a much morewider understanding.

Blocks can be linked to Contacts, Notes, Journals, Planner Events and Tasks.

In the Information area, there is a secondary tab called "All Related Links". Selecting this tab shows alist view of the links that are directly related to the Current Block. Some of the links are from otherdatabase items and some may be direct connections to an item. The links are grouped as per whichsection/item the linking belongs to.

See Related Links List for more information

To Link A Block To A Database Item

First select a Block from the Noteboard Editor, so that's it is focused, then;Either:

Choose from the Main Menu "Block/Link Block to a Database Item", orRight Click on the Block and choose "Link Block to a Database Item" from the context menu.

See Linking Items Selector for more information

Related Topics

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Arranging BlocksBlock PropertiesConnector Line PropertiesEditing Block Text ContentsConnecting Blocks To Other BlocksManaging Block SelectionNoteboard CanvasMoving And Sizing BlocksNavigating Blocks

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Connecting Blocks To Other BlocksThere are different ways to link Note Blocks together. You could link multiple blocks to a single block,link a single block to another single block or link a single block to multiple blocks.

The simplest way to link two blocks together with a connectorline

Move your mouse over the top right hand side of a block and click on the linking icon that is shownon the title of the note block: Now, the Noteboard is in "choose link" mode, so when you move your mouse over another block atemporary link line is shown. Left click on the block you want to link to, and a permanent connectorline will be created. Click on the canvas blank area instead of a block to cancel.

The new connector line is the purple line. However, you can change the style and colour of it. See Connector Line Properties for more information.

Other ways to link blocks together

To Link Selected Blocks To Another Block

1. First select the block you want to link from:

See Managing block Selection for further information.

Click on the block's Toolbar icon "Link Selected block To Another block", orFrom the main menu choose "Link Selected block To Another block", orRight click on the block and choose "Link Selected block To Another block", orYou could press the keyboard shortcut equivalent: Ctrl+L

A helper text will be shown on the editor canvas.

2. Now left click on the block you want to link to.

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A new connector line will be drawn between the linked blocks.

See Connector Lines for more information.

To Link The Current Block To All Selected Blocks

Click on the Block's Toolbar icon "Link Current Block To All Selected Blocks", orFrom the main menu choose "Link Current Block To All Selected Blocks", orRight click on a Block and choose "Link Current Block To All Selected Blocks", or

New connector lines will be drawn between the linked Blocks.

See Connector Lines for more information.

To Link All Selected Blocks To The Current Block

Click on the Block's Toolbar icon "Link All Selected Blocks To The Current Block", orFrom the main menu choose "Link All Selected Blocks To The Current Block", orRight click on a Block and choose "Link All Selected Blocks To The Current Block", or

New connector lines will be drawn between the linked Blocks.

See Connector Lines for more information.

Related TopicsArranging BlocksBlock PropertiesLinking BlocksConnector Line PropertiesEditing Block Text ContentsConnecting Blocks To Other BlocksManaging Block SelectionNoteboard CanvasMoving And Sizing BlocksNavigating Blocks

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Connector Line PropertiesThe connector lines are the visual lines that link Blocks. These connector lines can be drawn in differentstyles and colours with optional start and end arrows. The lines only show if the Block is connected. If aBlock is not connected to another Block, then no connection line is drawn.

See Connecting Blocks for more information.

To Edit Line Properties

First select the connector line you want to edit. Do this by left clicking near the start or end point ofa connection in the editor canvas.

Modify the values in the Line Properties tab, located on the bottom of the editor.

Related TopicsArranging BlocksBlock PropertiesLinking BlocksEditing Block Text ContentsConnecting Blocks To Other BlocksManaging Block SelectionNoteboard CanvasMoving And Sizing BlocksNavigating Blocks

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Managing Note Block SelectionNote Blocks can be moved, sized and coloured using the tools provided by the Noteboard Editor.Selecting, moving and sizing blocks can be done with your mouse. If you have used any graphicssoftware, you should have no problem in understanding how it works.

Selection of BlocksWhen you select blocks, a blue selection border is placed around the currently selected items. Thefocused or current block is indicated by small blue boxes on the borders of the note block.

Here we see Block 2 and Block 3 is selected, but Block 1 is not selected. Block 3 is the current focusedBlock.

When you arrange, move or issue sizing commands with your mouse, only the selected blocks areaffected.

To select Blocks, left click on the title of the block you want. You can use Ctrl+Left click to select multipleblocks.

Related TopicsArranging BlocksBlock PropertiesLinking BlocksConnector Line PropertiesEditing Block Text ContentsConnecting Blocks To Other BlocksNoteboard CanvasMoving And Sizing BlocksNavigating Blocks

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Noteboard CanvasThe canvas is the background of the editor's area. You can assign a solid colour or you could have abitmap that is placed in the background. This could be tiled, stretched or centred as per your need.

To Load A Background Image On The Canvas

1. Choose the "Format" tab from the information area.2. Click on either the Change Noteboard Background Colour or on Load Noteboard BackgroundImage.3. Choose an image using the file dialog and click on OK.4. Click on the radio button labeled Image to activate or de-activate the image.5. Choose from the combo box the type of drawing position for the image. You can choose: Tiled,Centred or Stretched.

Related TopicsArranging BlocksBlock PropertiesLinking BlocksConnector Line PropertiesEditing Block Text ContentsConnecting Blocks To Other BlocksManaging Block SelectionMoving And Sizing BlocksNavigating Blocks

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Moving And Sizing Note BlocksMoving Blocks around your canvas is easy with your mouse. Only the Blocks that are selected will bechanged.

See Managing Block Selection for more information

To Move Selected Blocks

Left click on one of the selected Blocks and drag your mouse, up, down, left or right until theselected Blocks are in the desired position.

To Resize Selected Blocks

Left click on the relevant border of a Block and drag your mouse, up, down, left or right until theselected Blocks are the desired size, or

Use the Block Properties panel and manually enter the values of Width and Height for finercontrol. Press Enter to accept the values.

Related TopicsArranging BlocksBlock PropertiesLinking BlocksConnector Line PropertiesEditing Block Text ContentsConnecting Blocks To Other BlocksManaging Block SelectionNoteboard CanvasNavigating Blocks

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Navigating BlocksBlocks can be navigated, or selected, by using the Noteboard Note Blocks list (under the Navigatortree view).

To Navigate To A Block

Either:Left click on the desired Block name in the Noteboard Note Blocks List, orLeft click on the desired Block in the editor's canvas area.

When a Block is selected and has focus, the details of the Block are placed in the information area andthe Block's parameters are placed in the Block Property panels, located under the canvas window.

Related TopicsArranging BlocksBlock PropertiesLinking BlocksConnector Line PropertiesEditing Block Text ContentsConnecting Blocks To Other BlocksManaging Block SelectionNoteboard CanvasMoving And Sizing Blocks

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Introduction to MessagesWithin doogiePIM is a complete e-mail client. This facility doesn't require any other third party e-mailsystem on your computer. Once you setup the E-mail accounts with your ISP host information, you cansend and receive email messages. The Messages section can also read RSS streams commonly found onnews web sites.

The doogiePIM e-mail client can handle IMAP4, POP3 and SMTP protocols, and is able to display HTMLformatted messages without any problems of Javascript, VBScript or any other scripting email viruses.That's because doogiePIM doesn't run any scripts from the email message. Instead, the message ispreviewed and only the valid text and images that can be formatted and displayed is shown in thepreview window.

The doogiePIM Messages can list file attachments and is able to let you preview images and save them.However, it is always a good idea to have a virus checker so when you save a file attachment you cancheck the file to see if it's okay.

Unsolicited messages, commonly known as "Spam" or "Junk", is always a problem when it comes toemail and we are looking at more ways to try and identify junk messages. This is very difficult to doautomatically, so doogiePIM doesn't try to automatically identify them. You are able to check messagesagainst DNSBL servers (Blacklists of known domains that send spam), but you can create your own rulesand filters to automatically move messages to different folders based on content that is found in theemail message.

See Managing E-mail Accounts for setting up new accounts and managing existing ones. See Managing E-mail messages for information about move, deleting and organizing messages. See Composing and Replying to E-mail for more information about writing E-mail messages.

To Go To The Messages Section

Either:

Click on the Main Section Toolbar icon: Messages, orChoose from the Main Menu "File/Go to Section/Messages", orClick on the MiniBar button "Messages", orRight Click on the doogiePIM system tray icon:

and choose "Go To Section/Messages".

IMPORTANT NOTE:In many of the Messages examples given, they will require that the toolbars are enabled.

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Related TopicsManaging AccountsManaging MessagesLinking MessagesSearching MessagesReplying and Composing E-mail

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AttachmentsSending and Receiving E-mailMessage Rules and Filters

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Managing Messages AccountsBefore you can send or receive messages in doogiePIM, you need to setup a least one account record sodoogiePIM knows how and where to get your messages from. E-mail is normally stored on a servercomputer hosted by your e-mail provider. You will need your e-mail account information to configuredoogiePIM. When adding a RSS data feed, you would get the URL of the feed from the web.

Managing e-mail and feeds is all done in the Messages section of doogiePIM.

To Go To The Messages section

Either:Choose from the Main Menu "File/Go to section/Messages", or

Click on the Main Section Toolbar icon: Messages

To Manage Messages Accounts

Choose from the Main Menu "Tools, Manage Mail/RSS Accounts"

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To begin, set up a new account.

Click on Add New Account to start adding a new record.

First choose what type of account this would be. You have choices for:POP3 - Used for Email messagesRSS - Used for setting up a RSS, Atom, RDF, iTunes or XML data feed.IMAP4 - Used for Email messages

Setting up a POP3 or IMAP4 accountAsk your ISP (or search the web for the email provider on the setup instructions) for the specific servernames or IP addresses to enter into the incoming and outgoing mail servers. If your ISP uses anon-standard server port (default ports are 110 for POP, and 25 for SMTP), you can enter it after theserver name in the Port input box.

The "Leave messages on server" setting is enabled by default. This setting tells doogiePIM to leave allreceived e-mail on the mail server, so it's accessible from other computers.

The basic information you need to get from your e-mail provider is

POP3/IMAP4 Server Host Name and Port numberPOP3/IMAP4 Login User NamePOP3/IMAP4 Login PasswordSMTP Server Host Name and Port numberSMTP Login User Name

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SMTP Login Password

Setting up a RSS accountYou only need to enter the URL of the data feed. This is normally obtained from the web page byclicking on the little orange RSS symbol . It is handy to first copy this URL to your clipboard, thenpaste the URL into the input box provided by doogiePIM in the account details window.

After the details are entered, click on Save to save the record or click on Cancel to cancel it.

Related TopicsIntroduction to MessagesManaging MessagesLinking MessagesSearching MessagesReplying and Composing E-mailAttachmentsSending and Receiving E-mailMessage Rules and Filters

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Managing MessagesThe management of e-mail in doogiePIM is all done in the Email section. Here you can move messagesto different folders, delete them, reply to them and other operations.

To Go To The E-mail Section:Either:

Choose from the Main Menu "File/Go to section/Messages", or

Click on the Main Section Toolbar icon: Messages

The list view toolbar above the listing provides management tool to control your messages.

See List View for more information about selecting items See Folders for more information about managing folders.

To Select and Read a Message

Locate and select the Navigator folder of the message you want to read, eg: Inbox.

Left click on the message in the list view and the message will be displayed in the preview areaunder the list. The message headers (ie: Date, Subject etc) can be shown or hidden using the mainmenu "View/Message Header Display" to selectively show or hide extra details.

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Above the view of the message are common commands to move, add, compose, reply and link theselected messages. These commands are also available in the right click context menu and the mainmenu.

Managing AttachmentsIf the message has attachments then there's a list of them on the right hand side of the preview area.doogiePIM will, by default, automatically show the list, however, you can override this by clicking on thesplitter bar arrows to close it.

The file attachments are listed and most of the time they are images.The attachments can be saved or viewed using the toolbar above the attachments list or by right clicking

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on the list to show the context menu commands.

Related TopicsIntroduction to MessagesManaging AccountsLinking MessagesSearching MessagesReplying and Composing E-mailAttachmentsSending and Receiving E-mailMessage Rules and Filters

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Linking MessagesMessages messages can be linked to other database records such as Notes or Planner Events. Thisenables you to expand the scope of the data by adding an extra dimension to enable a much morewider understanding.

By default, messages will automatically connect themselves to Contacts that have the same PrimaryEmail Address or a matching address is found in the contact's other e-mail addresses. If a match isfound, you will see a small contact symbol next to the message and the related links will list the contactaccordingly. Therefore, you don't have to manually link messages to Contacts.

However, messages can be linked manually to other messages, Planner Events, Journals, Tasks, Notesand Noteboards.

In the messages's detail area, there is a secondary tab called "All Related Links". Selecting this tabshows a list view of the links that are directly related to the currently selected message. Some of the linksare from other database items and some may be direct connections to an item. The links are grouped asper which section/item the linking belongs to.

See Related Links List for more information

To Link A Message To A Database Item

First select a message from the List View by left clicking on it, so that's it is highlighted, then;Either:

Choose from the Main Menu "Messages/Link to a Database Item", or

Click on the toolbar icon: orRight-click on the message list view and choose "Link to a Database Item" from the context menu.

See Linking Items Selector for more information

Related TopicsIntroduction to MessagesManaging AccountsManaging MessagesSearching MessagesReplying and Composing E-mailAttachmentsSending and Receiving E-mailMessage Rules and Filters

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Searching MessagesThe records in doogiePIM can be searched for in the relevant section for the currently selected folder byusing the quick search facility located under the List View or the Card View. If you want a more advancedsearch or a list of matching items for exporting, then you could use the Database Search.

See Database Search for more information.

The search is case-insensitive. This means if you searched for "smith", then the system will find "Smith"and "SMITH". Regular Expressions are also supported

Enter the search text:

SMITH

A normal search term so doogiePIM will find items that match SMITH.

Enter the regular expression search text:

(smith|jones)

This is a regular expression search. Here the example searches for items matching smith or jones.

See Syntax of Regular Expressions for more information.

The Quick Search bar that is located under section list views.

To Use the Quick Search

1. Choose from the "Search in" blue drop down text by clicking on the blue underlined text andchoose the field you want to search in. If you are not sure which field to search in then choose "AllColumns" from the list of choices.

2. Click on the matching type (next blue text) to change the way the search text matches the field:

ContainsMatches text inside text, eg: "BiteSpire" with match against "Made by BiteSpire Software"

Start withMatches text that starts with text, eg: "BiteSpire" with match against "BiteSpire Software" but not "Visit BiteSpire Software".

Ends WithMatches text that ends with text, eg: "BiteSpire" with match against "Made by BiteSpire" but not "BiteSpire Software".

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RegExprMatches the text using a regular expression.

See Regular Expressions for more information.

3. Enter the text you wish to search for in the input box "Text".

4. Click on the Find First button on the right of the "search for" input box, to locate the firstmatching item in the list. Pressing Enter on your keyboard also activates this command.

5. Click on the Find Next button on the right of the "search for" input box, to locate the nextmatching item in the list.

If any item is found that matches your criteria, the appropriate record is automatically selected so thedetails are displayed in the item's information area. If no record is found, a warning dialog is displayedaccordingly.

Related TopicsIntroduction to MessagesManaging AccountsManaging MessagesLinking MessagesReplying and Composing E-mailAttachmentsSending and Receiving E-mailMessage Rules and Filters

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Replying and Composing E-mailWhen you wish to write an email message you can either reply to an existing message or compose anew one. The editor of the email message uses a familiar layout but is enhanced with doogiePIM noteseditor so you can format text in a similar manner to the Notes Editor.

See Notes Editor for more information.

To Reply to an existing message

First select the email message so that it's displayed in the main Messages list window:

Click on the icon on the Messages toolbar Compose a Reply to Current Email, orChoose from the main menu "Emails/Reply to..." orRight Click on message and choose Reply or Reply All

The email message editor will then display (see below). Fill in the appropriate information then eithersend the message, cancel it, save it to the outbox for later sending or save it to the drafts for laterediting.

To Compose a New MessageThis is the same as replying but you don't need to select an existing message.

Click on the icon on the main toolbar Compose New Email, orClick on the icon on the Messages toolbar Compose a New Email Message, orChoose from the main menu "Emails/Compose Email"

The email message editor will then display (see below). Fill in the appropriate information then eithersend the message, cancel it, save it to the outbox for later sending or save it to the drafts for laterediting.

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Click on the tabs to access the different parts of the email message. Most of the time you would only beconcerned with the Message and Attachments tabs.

Related TopicsIntroduction to MessagesManaging AccountsManaging MessagesLinking MessagesSearching MessagesAttachmentsSending and Receiving E-mailMessage Rules and Filters

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Sending and Receiving E-mailBefore you can send or receive email, you must make sure you have your e-mail accounts are setup totell doogiePIM how to connect to your e-mail provider to access the messages.

See Managing E-mail Accounts for more information.

After setting up your accounts you can send or receive e-mail.

To Receive e-mail or check for new messages

Click on main toolbar icon click on the down arrow if you want to check a single specificaccount, or

Choose form the main menu "File/Check for New Mail/..." choose an account or select Check AllAccounts.

doogiePIM will then display an animated dialog window with a gauge bar to show the progress.

After doogiePIM has finished checking the server, you will notice a popup little window that appearsin the bottom right hand side of your desktop (above the system tray). This is just a little statusreminder to say how many messages there are (if any), any error messages are displayed here, eg:when the server cannot be connected to.

Click on the X to close the little popup message or leave it and it will go away by itself after 30seconds.

If you would like doogiePIM to check your messages every 15 minutes or so, you can set that up in theSettings and Preferences

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To Send Email

Sending email involves either composing a new email message or replying to an existing message.

See Replying and Composing for more information.

In the email message there are commands to send the message that you have on screen in the emailmessage editor.

In the email message editor

Click on main toolbar icon click on the arrow if you want to send the message usinga single specific account, or

Choose from the message main menu "File/Send Message Now/..." choose an account or selectSend With Appropriate Account. (this is based on the "From (Sender)" email address you'veentered. or

Press the keyboard shortcut Ctrl+S

doogiePIM will then display a similar animated dialog to the checking mail, with a gauge bar to showthe progress. After the mail has been sent or there's an error the little popup alert window will adviseaccordingly.

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The Outbox

There are times when your message won't send. Perhaps due to the Internet going down, yourprovider's server timed-out or leaves on the line. In this case, instead of the message going to the Sentfolder, the message goes to the Outbox folder for sending later.

To send a message from the Outbox

Open the Outbox by selecting it on the NavigatorFind the message you wish to send by selecting itFrom the main menu, choose Messages/Send selected mail

If successful, the message will automatically move to the Sent folder.

If an error occurred, the message will stay in the Outbox. Simply try later when you have a betterconnection.

Related TopicsIntroduction to MessagesManaging AccountsManaging MessagesLinking MessagesSearching MessagesReplying and Composing E-mailAttachmentsMessage Rules and Filters

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Mail Message Rules and FiltersMessage rules is a facility that can take certain actions on a message that is received. You may wante-mails from a certain person to go to a specific folder, or unwanted mail to go straight to the spamfolder.

When you tell doogiePIM to check if there's any new message, doogiePIM goes through each newmessage and applies the rules you've defined. Each ruler is checked if there's a check mark next to therule name in the order that it appears in the Rules List. If the rule applies then the appropriate action,(defined in the bottom area of the window).

The Conditions of the rule is the most important part, as they tell the doogiePIM if the message shouldor not match.

To launch the Rules Editor

Go to the E-mails section and select from the main menu "Tools/Email Message Rules".

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Use the command buttons to Add, Edit and Delete rules.When you click on Add or Edit, you must click on Save Changes or Cancel Changes to release or savethe Rule record.

To Activate or De-activate a Rule

Left click on the check mark next to the rule name in the rules list on the left.

doogiePIM scans the list of rules for each message that is received when you issue the command tocheck the email server for messages. The scanning is done in the order that is displayed in the rules list.So if you want to have a rule to take priority then move it higher towards the top of the list. If you thinka rule isn't working and you are sure the parameters are correct, check the rules above it. Maybe onerule is overriding your new rule.

Click on Up or Down buttons (under the rules list) to move the rule higher or lower in priority.

Related TopicsIntroduction to MessagesManaging AccountsManaging MessagesLinking MessagesSearching MessagesReplying and Composing E-mailAttachmentsSending and Receiving E-mail

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Introduction to the PlannerThe planner is an ideal tool for visualizing an overview of a year's events. It more for brainstorming ayear's events for a project. The planner is organized in horizontal and vertical cells representing days ofthe year. You can add events for a single day or events that span over multiple days.

There is a colour key guide that represents the event type. eg: Holidays are coloured in blue and TradeShows are coloured in yellow. This enables you to quickly identify the type of event when it's shown inthe Planner grid.

You can add as many planners as you wish. Each Planner is organized uses the Navigator on the left ofthe planner grid, in a similar fashion to Documents. You can create folders and sub-folders and havedifferent planners for individual people or you may create planners for making decisions on how toschedule projects.

To view or manipulate the Planner, in doogiePIM, can only be done when in the Planner section.

To Go To The Planner Section

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Either:Choose from the Main Menu "File/Go To Section/Planner", or

Click on the Main Section Toolbar icon: Planner, orPress the keyboard shortcut: Ctrl+7

See Managing Events for more information on how to add, edit or delete events in a planner. See Managing Event Types for more information on how to change the Event Type key guide. See Customizing the Planner View for more information on how to change the layout view of the

planner grid.

Related TopicsManaging PlannersManaging Planner EventsManaging Planner Event TypesCustomizing the Planner ViewLinking Planner Events

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Managing PlannersYou can have as many Planners as you wish. They are organized in the folders navigator on the left handside of the planners grid. By using the navigator, Planners can be created, deleted or moved intodifferent folders.

See Folders for more information on using the navigator.

To Add A New Planner

Either:Right click on the Planner Folders Navigator choose "Add A New Planner", or

Click on the Navigator Toolbar Add icon orPress the keyboard shortcut: Ctrl+N

The new planner is displayed on the right hand side ready for adding events.

To Edit An Existing Planner

Select the Planner you wish to edit by left clicking on it's name in the Planner Folders Navigator.You may need to open and navigate your folders to locate the one you want. After selecting, theplanner is then loaded and displayed on the right hand side ready for managing.

See Managing Events for further information.

To Delete An Existing Planner

First select the Planner you wish to delete, the planner's name should highlighted in the PlannerFolders Navigator, then;Either:

Choose from the Main Menu "Navigator/Delete", orRight Click on the Navigator and choose "Delete", or

Click on the Folders Navigator Toolbar Delete icon orPress the keyboard shortcut: Del

Related TopicsIntroduction to the PlannerManaging Planner EventsManaging Planner Event TypesCustomizing the Planner ViewLinking Planner Events

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Managing Planner EventsEvents are daily occurrences such as a vacation that starts on 1st July up to 14th July, or it may be TradeShow on a single day. Events can span over multiple days and can cross month and year boundaries.

Planner Events can be added, edited and deleted. Each operation can be done only when you are in thePlanner section of doogiePIM.

To Go To The Planner Section

Either:Choose from the Main Menu "File/Go To Section/Planner", or

Click on the Main Section Toolbar icon: Planner, orPress the keyboard shortcut: Ctrl+7

To Add An Event

Either:Right click on the Planner Grid and choose "Add an event", or

Click on the Planner Toolbar add event icon orDouble Click on the Planner Grid, orLeft click drag the mouse over the Planner Grid to selected more than one day.

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With the Event Details window open, edit the details as needed:

Event Type Choose the type that is appropriate for this event.

See Managing Event Types for more information

Category Choose from the list of available categories that best suits this event.

Description Enter some text to identify this event, eg: "Trip to France"

Notes Enter some descriptive text for this event. This can be as detailed asyou wish.

Date and Duration FromEnter or choose the date when the event starts.UntilEnter or choose the date when the event ends.

You may use the calendar grid to choose the dates by clicking anddragging with your mouse to choose multiple dates.

When you are satisfied with the details you have entered, click on Save to save the details or click onCancel to cancel any changes made.

To Select An Event

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Left click on Event in the Planner Grid where the event is displayed. The event is selected when ithas a highlight rectangle around it. When an event is selected, the Events Information area is filled inwith the details of the event.

To Edit An Existing Event

Either:Choose from the Main Menu "Planner/Edit Event", orRight Click on the event in the Planner Grid, and choose from the context menu "Edit Event", or

Click on the Planners Toolbar Edit icon orDouble Click on the Event you want to edit, in the Planner Grid.

The operation of editing is the same as adding. See the details above for more information.

To Delete An Existing Event

Either:Choose from the Main Menu "Planner/Delete Event", orRight Click on the event in the Planner Grid, and choose from the context menu "Delete Event", or

Click on the Planners Toolbar Delete icon

Related TopicsIntroduction to the PlannerManaging PlannersManaging Planner Event TypesCustomizing the Planner ViewLinking Planner Events

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Managing Event TypesThe "Event Types" is a colour key guide that represents the type of event. eg: Holidays are coloured inblue and Trade Shows are coloured in yellow. This enables you to quickly identify the type of event whenit's shown in the Planner grid.

To Edit The Event Types

Either:

Click on the Planner Grid Toolbar icon "Edit Planner Colours and Types", orRight click on the Planner Grid and choose "Edit Planner Colours and Types" from the context

menu.

With the Event Types Editor window open, edit the details as needed:

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Event Types Enter text to describe the event type in each of the coloured boxes, eg: "Vacation".

You can change the colour of the text or the background by right clicking onthe input box you want to change then choose, "Background Colour" or "FontColour". This will show the Windows colour selector. Choose a colour, thenclick on OK to accept it.

Show Event Types Key Guide OnBottom Of Planner

Tick this to show the colourful Event Types key guide under the Planner Grid.

To hide the Event Types key guide, uncheck this checkmark box.

When you are satisfied with the details you have entered, click on OK to save the details or click onCancel to cancel any changes made.

Related TopicsIntroduction to the PlannerManaging PlannersManaging Planner EventsCustomizing the Planner ViewLinking Planner Events

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Customizing the Planner ViewTypically, the planner can be overviewed by looking at the whole year. However, when you have manyevents in the grid, it can look congested. To remove some of this congestion, you can change the view of the planner to see only certain parts ofthe year.

You may also wish to hide the Event Types to give more space on viewing the planner's events.

You also can change the colours of the Planner to suit your needs.

To Hide Or Show The Event Types Key Guide

Either:Right click on the Planner Grid and choose "Show/Hide Event Types Key Guide", orDouble Click on the Event Type key guide on the bottom of the Planner Grid and unticked where it

says "Show Event Types under the Planner" in the editor window, then click on OK.

To Show Different Parts Of The Year

Either:Right click on the Planner Grid and choose or click menu item Planner Layout;

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You can access the same functions by clicking on the Planner Toolbar icons accordingly.

To Change the Planner Year

Left click on top left of the planner Grid, the arrows to increase or decrease the year, or,Place your edit cursor by left clicking in the Planner Grid and use your keyboard Cursor Keys (up,

down, left, right) and Page Up or Page Down to move the cursor through the year like a text editor moving the edit cursor. When the cursor moves past December itwill advance the year. If it moves before January, it will decrease the year.

To Change The Planner Colours or Text of The Key Guide

From the main menu choose "Planner/Edit Planner Colours and Types", or

Click on the planner toolbar icon , orLeft click on the Planner Grid and choose "Edit Planner Colours and Types".

With the editor window open click on the colour box next to the item you want to change. A colourselector is shown where you can choose a colour. You can place your edit cursor in the text box andtype the text you want to appear.

See Managing Event Types for more information

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Click on OK to accept the changes or click on Cancel to cancel the changes. Click on Apply to seethe changes immediately on the main planner window without leaving the edit window.

Related TopicsIntroduction to the PlannerManaging PlannersManaging Planner EventsManaging Event TypesLinking Planner Events

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Linking EventsEvents, in the Planner, can be linked to other database records such as Contacts or Notes. This enablesyou to expand the scope of the data by adding an extra dimension to enable a much more widerunderstanding.

Events can be linked to other Planner Events, Contacts, Notes, Journals and Tasks.

In the Event Information area, there is a secondary tab called "Related Links". Selecting this tab shows alist view of the links that are directly related to the selected events. Some of the links are from otherdatabase items and some may be direct connections to an item. The links are grouped as per whichsection/item the linking belongs to.

See Related Links List for more information

To Link An Event To A Database Item

First select an Event from the Planner Grid by left clicking on it, so that's it is highlighted, then;

Either:Choose from the Main Menu "Planner/Link Event to a Database Item", or

Click on the Planner Toolbar icon: orRight Click on the event and choose "Link Event to a Database Item" from the context menu.

See Linking Items Selector for more information

Related TopicsIntroduction to the PlannerManaging PlannersManaging Planner EventsManaging Planner Event TypesCustomizing the Planner View

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Introduction to ReportsThis an ideal tool for rendering a list of records. However, it goes beyond that as you can define whichdata goes where, in which column and even include rich formatted notes for each record. It is possible touse the Reports section to export, print or produce rich format documents from the Documents section.

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There is a conditional filters system where you can define which records the report should display. Forexample: printing all the dairy entries in your Journal for the period of 1st May 2006 to 31st May 2006with one entry per page. If you used the Journals section, you would have to navigate to each entry anddo a separate print command for each document.

In the Reports sections, you just choose the predefined report "Journal Entries" then enter the daterange in the conditions as "Diary date is greater or equal to 1 May 2006" and "Diary date is less or

equal to 31 May 2006". Click on Run Report and you have your result. This result can then beprinted, previewed, exported or even edited for more control.

When there's a date entry required in a condition, you don't have to be exact when entering dates, youcould enter "today", "yesterday", "tomorrow", "May 31", "27/02/2006" or other variations.

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The layout of the Reports section is similar to other sections. You have a navigator area where the Available Reports are located. This area is also used to add new reports, selecting reports and deletingunneeded reports. Each report you create is listed under its section type, eg: Contact reports are listedunder the Contacts item, Tasks under Tasks, etc.

Under the Available Reports list, is the Report Parameters area. When you create a report or select areport, the parameter area is filled with a vertical list of two columns. On the left column is an itemdescription and the right column is the value of that item. These items control the aspects of theselected report. eg: to change the title of the report you would navigate to the Report Settings area in

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the Report Parameters, open or expand it, then look at the "Title of report" item. Click on the secondcolumn next to the item to start editing the title.

Some items in the Report Parameters cannot be edited directly but require you to select from a list ofvalues. eg: the "Sort by column" item requires you select a data field. Click on the drop-down arrow nextto the item you want to change. A list will pop up where you select the item just like a right click contextmenu.

On the right side of the Reports section is the preview area. When you run a report, the results areshown here. After the report is shown, you can select any of the text, export or print it. There may betimes when you want to export your report with your own logo on the top or you wish to changebackground colors of the tables. In this case, you can click on the command "Edit in doNotes" whereyou have complete control over the formatting.

For more information about formatting and editing, see Notes Editor.

To view or manipulate the Reports, in doogiePIM, can only be done when in the Reports section.

To Go To The Reports Section

Either:Choose from the Main Menu "File/Go To Section/Reports", or

Click on the Main Section Toolbar icon: Reports

Related Topics

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Managing ReportsYou can have as many Reports as you wish. They are organized in the navigator on the left hand side ofthe Reports area. By using the navigator, Reports can be created or deleted.

To Add A New ReportEither:

Right click on the Navigator and choose "Add A New Report", or

Click on the Navigator Toolbar icon: orPress the keyboard shortcut: Ctrl+N

The new report is created and ready to accept parameters.

To Run a Report:First select the Report you wish to run by left clicking on it's name in the list of Available Reports. Youmay need to expand or open the folders to locate the one you want. After selecting, the report isthen loaded.Either:

Choose from the Main Menu "Reports/Run Report", orRight click on the Navigator and choose "Run Report", or

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Click on the Navigator Toolbar icon: orPress the keyboard shortcut: Ctrl+R

Example of running the report "Events, To-Do List" produces the following result in the previewarea:

See Report Parameters for more information about parameters.

NOTE: Some reports may take longer than others, depending on the number of records andthe conditions. So be prepared to wait a while.

To Delete An Existing Report:First select the report you wish to delete, the reports's name should highlighted in the Navigator,then;Either:

Choose from the Main Menu "Reports/Delete Report", orRight Click on the Navigator and choose "Delete Report", or

Click on the Folders Navigator Toolbar icon:

Deleting a report doesn't remove the cached or custom edited version of a previously run report.

Related Topics

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Report ParametersAlthough there are several default reports already included in doogiePIM, you may find you wish to alterthe way the report behaves or it may need certain conditions. When you create a report you will need todefine some parameters.

Parameters are just a set of values that the report look at when it runs. It follows these parameters togive you your final report results.

The parameters are located in the left hand side area just underneath the list of Available Reports, titledReport Parameters.

When you create or select a report, the parameter area is filled with a vertical list of two columns. On theleft column is an item description and the right column is the value of that item. These items control theaspects of the selected report. eg: to change the title of the report you would navigate to the ReportSettings area in the Report Parameters, open or expand it, then look at the "Title of report" item. Clickon the second column next to the item to start editing the title.

Some items in the Report Parameters cannot be edited directly but require you to select from a list ofvalues. eg: the "Sort by column" item requires you select a data field. Click on the drop-down arrow next to the item you want to change. A list will pop up where you selectthe item just like a right click context menu.

To Add a New Report Column:

Choose from the Main Menu "Report/Add New Report Column", or

Click on the Main Section Toolbar icon: Add New Report Column, or

Press the keyboard shortcut: Ctrl+A

By default, the new data column isn't assigned to any data field. You will need to click on the dropdown button to select the appropriate field you want to display for this column.

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To Remove a Report Column:

First select the data column from the Report Parameters Data Columns.

Choose from the main menu "Edit/Delete Data Column", orRight click on the parameters grid and choose "Delete Data Column", or

Click on the Planner Toolbar icon:

You must always have at least one data column. So if you only have one column, you cannot deleteit.

To Edit The Data Column Caption, Title or Label:

First select the data column from the Report Parameters Data Columns.Click on the [+] to expand the further properties of the data column.Click in the second column of the parameters, next to "Column Label".Type in the text you want for the column.

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Remember to press Enter to register the change or press Escape to cancel the changes. Any changesyou make to the parameters won't reflect immediately in the report preview, you must Run Report in order for thechanges to take affect.

There are several other parameters you may change to affect the report. The easiest way is to explorethe parameters grid by expanding the various settings and browsing through them.

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Related Topics

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Introduction to ResourcesWith doogiePIM Resources you can store database users, calendar resources, objects, people, items ofstock and other types of records.

When a Resource is a database sign-in type record, it is assign certain access permissions and folders. See How To Setup a Database Sign-In for more information.

Think of the Resources area as a collection of assets that are important to you or your business.

Not only do you store and collect the Resource records, but you may assign them to FinanceTransactions, create a Calendar or use a Resource as a Sign-In to access the database with certainpermissions. Data can be added, edited and deleted. Each operation can be done when you are in theResources Section of doogiePIM.

To Go To The Resource Section

Either:Choose from the Main Menu "File/Go To Section/Resources", or

Click on the Main Section Toolbar icon: Resources

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Items are organized in a tree view, similar to the other sections. You can have as many items as you wishin each folder and have as many folders as you need.

See Folders for more information.

In this section you can add folders and items. Each item can contain comprehensive details about thedata. You can enter many details about the item, database access permissions, assign folders and otherinformation as needed.

See Managing Resource Records for more information.

Related Topics

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Managing Resource RecordsResource records or items, in doogiePIM, can be added, edited and deleted. Each operation can be doneonly when you are in the Resource section.

To Go To The Resource Section

Choose from the Main Menu "File/Go To Section/Resources", or

Click on the Main Section Toolbar icon: Resources

To Add A New Resource

Either:Choose from the Main Menu "Resource/Add a New Resource", orRight Click on the Resources List grid and choose "Add a new Resource", or

Click on the Vaults items toolbar icon: "Add a New Resource"

With the Resource's details window is open, fill in the input boxes and edit the details as needed:

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When you are satisfied with the details you have entered, click on Save to save the details or click onCancel to cancel any changes made.

To Select A Resource

Left click on the Resources List where the Resource is displayed. The Resource is selected when it'shighlight color is shown.

To Edit An Existing Resource's Details

Choose from the Main Menu "Resource/Edit Selected Resource", or

Click on the Records Toolbar icon: Edit Selected Resource (located above the List Grid), orDouble Click on the Resource in list view or card view.

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The operation of editing is the same as adding. See the details above for more information.

To Delete An Existing Resource

Choose from the Main Menu "Resource/Delete Selected Resources", or

Click on the Records Toolbar icon: Delete Selected Resources (located above the List Grid)

Related Topics

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Searching Resource RecordsThe records in doogiePIM can be searched for in the relevant section for the currently selected folder byusing the quick search facility located under the List View or the Card View. If you want a more advancedsearch or a list of matching items for exporting, then you could use the Database Search.

See Database Search for more information.

The search is case-insensitive. This means if you searched for "smith", then the system will find "Smith"and "SMITH". Regular Expressions are also supported

Enter the search text:

SMITH

A normal search term so doogiePIM will find items that match SMITH.

Enter the regular expression search text:

(smith|jones)

This is a regular expression search. Here the example searches for items matching smith or jones.

See Syntax of Regular Expressions for more information.

The Quick Search bar that is located under section list views:

To Use the Quick Search

1. Choose from the "Search in" blue drop down text by clicking on the blue underlined text andchoose the field you want to search in. If you are not sure which field to search in then choose "AllColumns" from the list of choices.

2. Click on the matching type (next blue text) to change the way the search text matches the field:

ContainsMatches text inside text, eg: "BiteSpire" with match against "Made by BiteSpire Software"

Start withMatches text that starts with text, eg: "BiteSpire" with match against "BiteSpire Software" but not "Visit BiteSpire Software".

Ends WithMatches text that ends with text, eg: "BiteSpire" with match against "Made by BiteSpire" but not "BiteSpire Software".

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RegExprMatches the text using a regular expression.

See Regular Expressions for more information.

3. Enter the text you wish to search for in the input box "Text".

4. Click on the Find First button on the right of the "search for" input box, to locate the firstmatching item in the list. Pressing Enter on your keyboard also activates this command.

5. Click on the Find Next button on the right of the "search for" input box, to locate the nextmatching item in the list.

If any item is found that matches your criteria, the appropriate record is automatically selected so thedetails are displayed in the item's information area. If no record is found, a warning dialog is displayedaccordingly.

Related Topics

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How To Setup a Database Sign-InWith doogiePIM, Resources can be used as your "Database Users". Imagine you have an office wherethere is:

example:

Billy - The Technical administrator. Joan - Office Manager Sally - Secretary Todd - Trainee Clerk

These four people all access the same doogiePIM database that is located on a master PC. However, theTrainee Clerk is not allowed to access any email, finance or contact data, he can only have access to theTasks. The Office Manager will access everything except the ability to do backups and building indexes.The secretary only has access only to the Calendar and Tasks.

This example scenario can be realized with the use of Resources.

Firstly, each member of the office will be added to the Resources section:

See Managing Resource Records for more information.

Billy is setup as the "DB Administrator". This means Billy is the top level controller for the database sohas access to everything. This is all the functions of doogiePIM.

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It is very important that when the Username and Password is assigned, these will need to berecorded somewhere safe. Do not lose your admin username and password, otherwise you won'tbe able to access your database.

Joan, the Office Manager, is setup as a "Manager", but in the "Actions Allowed", only certain items arechecked.

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Sally the secretary is added as a "Restricted Sign In" and Todd also as a "Restricted Sign In" withvarious access permissions.

Note also, the "Calendar" tab. Sally needs to have her events scheduled and so does Joan. Therefore the"Shown in Calendar" box is checked.

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This means Sally and Joan will have a Calendar block in the Calendar section. However, if Sally signs intothe database, she will only see her own calendar, but Joan will be able to see her own and Sally's calendars, due to the Manager status.

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Now the database is setup. Each person runs doogiePIM on their own PC and goes to Open Database.They choose the database file, which is located on a shared folder on a master PC in the office. Butinstead of going straight to the records, the user will see the Home Page but with a request to sign in.Here they will enter their username and password. When accepted, they will see their home page withtheir appropriate tasks and events (however the home page data panels are setup).

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When a member of staff goes to lunch or leaves the desk, it is advisable to "Sign Out" so not to keep thedatabase accessible. You don't have to close the database, you could just click on the "Sign Out" buttonin the top right or in the File menu.

Assigning Folders

When you wish for a Resource to have only specific access to certain folders, then this can be achievedusing the "Accessible Folders" tab in the Resource Details Permissions window.

When assigning a folder to a resource, you should be aware that the Resource will be able to access thatassigned folder and any sub-folders that are under that folder.

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For more visual folder examples

Joan is only assigned the folder "General", therefore Joan can access "General", "Software for Sale" upto and including "Library" and "Favourite Books". 7 Folders in total. But Joan can't access Equipment or

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any of those sub-folders.

This would be Joan's view of the folders:

If Joan is only assign "Favourite Books" then her view would be like this:

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Introduction to TasksTasks are defined as events that do not necessarily have a date and time, unlike an event.

Tasks, in doogiePIM, can be added, edited and deleted. Each operation can be done when in theCalendar section or in the Tasks section.

Some examples of a task could be:1. Backup database files.2. Take dog for a walk.3. Write a best seller

Some tasks could be assigned a start date and an estimated finish date (due date). You can track thestatus of a task by assigning the progress.

For example:Consider the task "Create Church Newsletter"You could set the due date in the future to indicate when it is due by.The progress could be set to 25% to indicate that it is in progress.

Tasks can also be assigned to a Resource, see Resources for more information. This way, you can quicklysee which tasks are due for a Resource by looking at the tasks list in the Calendar section.

Tasks may also be organized into folders for better navigation. You can have as many tasks in eachfolder as you wish and you can add as many folders as you need.

To Go To The Tasks Section

Either:Choose from the Main Menu "File/Go To Section/Tasks", or

Click on the Main Section Toolbar icon: Tasks, orPress the keyboard shortcut: Ctrl+4

Related TopicsIntroduction to TasksManaging TasksLinking Tasks

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Managing TasksTasks can be added, edited and deleted. Each operation can be done when in the Tasks section or in theCalendar section. When you are in the Calendar section, only the task for the selected Resource isdisplayed. See "Managing Resources" for more information.

To Go To The Tasks Section

Either:Choose from the Main Menu "File/Go To Section/Tasks", or

Click on the Main Section Toolbar icon: Tasks, orPress the keyboard shortcut: Ctrl+4

To Go To The Calendar Section

Either:Choose from the Main Menu "File/Go To Section/Calendar", or

Click on the Main Section Toolbar icon: Calendar, orPress the keyboard shortcut: Ctrl+2

To Add A New Task

Either:Choose from the Main Menu "Tasks/Add a New Task", orChoose from the Main Menu "Calendar/Add a New Task", orRight Click on the Tasks List and choose "Add a new Task", or

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Click on the Main Toolbar icon: "Add a New Task", or

Click on the Tasks Toolbar icon: (located above the Tasks List)

With the Task's Details window open, edit the details as needed:

Subject Enter some descriptive text. eg: Write product sales objectives

Type Choose from the list of available types that best suits this task.

Resource By default, this will be the currently selected Resource. However, you may choose to assignthis task to a different Resource. See "Managing Resources" for more information.

Due Date Enter the date when the task is due to be finished. This can be left blank if the date isunknown.

Start Date Enter the date when the task was started. This can be left blank if the date is unknown orthe task hasn't started yet.

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Status Choose from the list of available types that best suits this task.Not Started: This task has not started yet.In Progress: This task has started and is in currently in progress.Completed: This task has finished.Waiting on someone: This task has started but is waiting for some human input. eg:waiting for the sales executive to come back from holiday.Waiting for something: This task has started but is waiting for some physical input. eg:waiting for a component part.Deferred: This task has been put back, delayed until a later time.

Priority Choose from the list of available priorities that best suits this task.Important: This task is an integral key point.Normal: This task is a normal task.Urgent: This task has some time constraints and needs attention.

Complete%

Enter the approximate amount of work complete for this task. When you choose the Status(above) of the task, you will notice this "Complete %" will automatically enter some figure.

Reminder If you wish to be automatically notified when this task is due, place a tick in this check box.

Reminderdate

Only enabled if you choose "Reminder" (above).Enter the date when the reminder should be announced.

Remindertime

Only enabled if you choose "Reminder" (above).Enter the time when the reminder should be announced.

Sound(button)

To play a sound file when the reminder is announced, click on this button to open and loada WAVE compatible sound file.

Comments

Enter any plain text to describe this task.

Font(button)

To make this task stand out in the Task List, you could choose a different font size, style orcolour.

Bkgrd(button)

To make this task stand out in the Task List, you could choose a different backgroundcolour.

Reference You may enter any text here. You could use it store an office location or the name of a website.

Code You may enter any text here. You could use it store a salesperson's ID or a product code.

Attachments (tab)

You can assign certain files on your hard disk that are related to this task. For example: ifyou are design some logo, you could attach a link to some clipart or the actual project file.Note: This doesn't insert the actual file data, this only adds a link to the filename tothe task. If you move the file to a different location on your hard disk, then thisfilename link will be invalidate.

See "Attachments List" for further information.

Private This is not used directly in doogiePIM. You could use this to indicate if this task is private ornot.

When you are satisfied with the details you have entered, click on Save to save the details or click onCancel to cancel any changes made.

To Select A Task

Left click on the Task List where the task is displayed. The task is selected when it's highlight colour

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is shown.

To Edit An Existing Task's Details

Either:Choose from the Main Menu "Tasks/Edit Selected Task", orDouble Click on the Task in Tasks List.

The operation of editing is the same as adding. See the details above for more information.

To Delete An Existing Task

Either:Choose from the Main Menu "Task/Delete Selected Task"

Related TopicsIntroduction to TasksManaging TasksLinking Tasks

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Linking TasksTasks can be linked to other database records such as Contacts or Notes. This enables you to expand thescope of the data by adding an extra dimension to enable a much more wider understanding.

Tasks can be linked to other Tasks, Planner Events, Contacts, Notes and Journals.

In the Item's Information area, there is a secondary tab called "Related Links". Selecting this tab shows alist view of the links that are directly related to the currently selected Tasks. Some of the links are fromother database items and some may be direct connections to an item. The links are grouped as perwhich section/item the linking belongs to.

See Related Links List for more information

To Link A Tasks To A Database Item

First select a Tasks from the Tasks List by left clicking on it, so that's it is highlighted, then;Either:

Choose from the Main Menu "Tasks/Link Task to a Database Item", or

Click on the Tasks Toolbar icon: orRight Click on the Tasks and choose "Link Tasks to a Database Item" from the context menu.

See Linking Items Selector for more information

Related TopicsIntroduction to TasksManaging TasksLinking Tasks

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Introduction to VaultWith doogiePIM Vault you can store Credit Card numbers, PIN numbers, passwords and otherconfidential information. Vault data can be added, edited and deleted. Each operation can be done onlywhen you are in the Vault Section of doogiePIM.

To Go To The Vault Section:Either:

Choose from the Main Menu "File/Go To Section/Vault", or

Click on the Main Section Toolbar icon: Vault

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When you launch the Vault section for the first time, you will be given a prompt to create a password. Itis a good idea to create a password so you can lock the vault so other people cannot access your datawithout the correct password.

When you have assigned a password for the Vault, you will be shown a password entry screen everytime you access the Vault section. Enter the password you previously assigned in the input box labeled "Enter Password" then click on the OK button. If the password is correct then the main Vault screen willshow.

Vault items are organized in a tree view, similar to the other sections. You can have as many items as youwish in each folder and have as many folders as you need.

See Folders for more information.

In the Vault section you can add folders and Vault items. Each item can contain comprehensive detailsabout the data. You can enter details about the password, bank information and other information asneeded.

See Managing Vault Records for more information.

Related Topics

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Managing Vault RecordsVault records can be added, edited and deleted. Each operation can be done only when you are in theVault section.

To Go To The Vault Section

Either:Choose from the Main Menu "File/Go To Section/Vault", or

Click on the Main Section Toolbar icon: Vault

When you launch the Vault section for the first time, you will be given a prompt to create a password. Itis a good idea to create a password so you can lock the vault so other people cannot access your datawithout the correct password.

When you have assigned a password for the Vault, you will be shown a password entry screen everytime you access the Vault section. Enter the password you previously assigned in the input box labeled "Enter Password" then click on the OK button. If the password is correct then the main Vault screen willshow.

To Add A New Record

Either:Choose from the Main Menu "Vault/Add a New Record", or

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Right Click on the Tasks List and choose "Add a new Record", or

Click on the Vaults items toolbar icon: "Add a New Password"

With the record's details window is open, fill in the input boxes and edit the details as needed:

When you are satisfied with the details you have entered, click on Save to save the details or click onCancel to cancel any changes made.

To Select A Record

Left click on the Records List where the Vault Record is displayed. The Record is selected when it'shighlight colour is shown.

To Edit An Existing Record's Details

Either:Choose from the Main Menu "Vault/Edit Selected Record", orDouble Click on the Record in list view or card view.

The operation of editing is the same as adding. See the details above for more information.

To Delete An Existing Record

Either:Choose from the Main Menu "Vault/Delete Selected Records", or

Click on the Records Toolbar icon: Delete Selected Records (located above the Records List)

Related Topics

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Searching Vault RecordsThe records in doogiePIM can be searched for in the relevant section for the currently selected folder byusing the quick search facility located under the List View or the Card View. If you want a more advancedsearch or a list of matching items for exporting, then you could use the Database Search.

See Database Search for more information.

The search is case-insensitive. This means if you searched for "smith", then the system will find "Smith"and "SMITH". Regular Expressions are also supported

Enter the search text:

SMITH

A normal search term so doogiePIM will find items that match SMITH.

Enter the regular expression search text:

(smith|jones)

This is a regular expression search. Here the example searches for items matching smith or jones.

See Syntax of Regular Expressions for more information.

The Quick Search bar that is located under section list views:

To Use the Quick Search

1. Choose from the "Search in" blue drop down text by clicking on the blue underlined text andchoose the field you want to search in. If you are not sure which field to search in then choose "AllColumns" from the list of choices.

2. Click on the matching type (next blue text) to change the way the search text matches the field:

ContainsMatches text inside text, eg: "" with match against "Made by BiteSpire Software"

Start withMatches text that starts with text, eg: "" with match against " BiteSpire Software" but not "VisitBiteSpire Software".

Ends WithMatches text that ends with text, eg: "" with match against "Made by BiteSpire " but not " BiteSpireSoftware".

RegExpr

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Matches the text using a regular expression.

See Regular Expressions for more information.

3. Enter the text you wish to search for in the input box "Text".

4. Click on the Find First button on the right of the "search for" input box, to locate the firstmatching item in the list. Pressing Enter on your keyboard also activates this command.

5. Click on the Find Next button on the right of the "search for" input box, to locate the nextmatching item in the list.

If any item is found that matches your criteria, the appropriate record is automatically selected so thedetails are displayed in the item's information area. If no record is found, a warning dialog is displayedaccordingly.

Related Topics

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Printing Contents of a List ViewMany of the List Views in doogiePIM can be printed. The output and format is not exactly the same asthe list, but rather a plain text form. This enables you to quickly print a list. This is ideal in situations when you want to preserve a result of a search, a filtered list of tasks or acontacts list.

Before printing, resize the columns and the position to the desired size.

Before printing, it is a good idea to setup some basic properties of your printer.

See Setting Up Printer Options for more information

To Print a List View

Choose from the main menu "File/Print/List of ...", or

Click on the icon in toolbar above the List View, (some toolbars have a further menu)

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Make your final changes by selecting the printer, properties and other options, then click on OK tobegin printing.

If you need more control over layout and filters, then you should consider using the Reports section asthis will give you greater flexibility for reporting.

Related Topics

Setting Up Printer Options

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Setting Up Printer Options

To Setup a Printer

Before printing, it is a good idea to setup some basic properties of your printer, eg: Orientation.To setup your printer properties, choose from the main menu "File/Printer Setup".

Make your changes by selecting the printer, properties and other options, then click on OK to savethe settings. These settings are only active for the current session. When you exit doogiePIM thesepreferences are not saved.

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Mailing Address Labels and LettersWhen you want to print address labels or send a letter to a Contact, then you can use the doogiePIMspecial Multi-Labels and Letters facility. This facility enables you to print multiple copies of the sameletter or label but with different data, in this case it would be names and addresses.

To begin you must first select and identify the Contacts you want to send your letter to. You can do thisin the Contacts sections using the List View. It is advisable to create a folder in the Contacts Navigator to hold your mailing list, then you canorganize those Contacts specially.

The data source of the letters and labels can be taken from the contacts List View or from the result of aDatabase Search.

See Database Search for more information.

After identifying and producing a List View of source data, either from the Contacts section or the Searchresults, now you should prepare your letter and label.

The letter and label document template is a formatted file document in DON format (doogiePIMDocument) which can be edited in the doNotes Editor.

See Note Editor or doNotes for more information.

The document you create must contain special field markers so doogiePIM knows where to place therecord data.

See Inserting Database Field Markers for more information.

Click on the icon in toolbar above the List View, (some toolbars have a further menu)

To Start Multi-MailingChoose from the main menu "File/Address Labels and Letters". This will launch the followingscreen:

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Click on the tabs under the header graphic to switch between the label and the letter.

When you click on each tab, the printer settings, template file and layout options change accordingly.

Select the template document you created by using the icons on the right hand side:

o Open a document template file.o Create a new document file.o Reloads the document template file.o Edit the currently selected document file, this launches the doNotes Editor.o Launches the BiteSpire Files Explorer to enable you to preview and organize template files.

Adjusting Margins and Orientation of the Page

The preview area on the left shows a guide to what the template looks like and takes into account

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the layout margins and orientation from the settings on the right.Use the Layout Options to adjust margins and orientation.

Choose the Range of Records

You must choose where the source of the data comes from:

All Contacts in Selected FolderThis will use all the Contacts records that are shown in the Contacts section in the selected Navigatorfolder.

Only Selected ContactsSame as above but only for Contacts that are selected. Use this if you only want a single Contact.

All ContactsUse with caution. This will use every Contact record in your database.

Use Result of Database SearchThis will use all the records shown in the result list of the Database Search window. Not all results areable to be used. The results can only be used if you search or query for Contacts.

After all this is done, click on Print to send the output straight to the printer or click on Print Previewfor a visual confirmation of all the pages before printing is committed.

Related TopicsContactsNote EditordoNotesInserting Database Field Markers

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Introduction to doNotesdoNotes are standalone rich text documents that are not saved as part of any database record, but areas actual files on your local storage. This means no matter which database you have open, the samedoNotes are always available. This also means that any information inside a doNotes isn't passwordprotected or encrypted, so be careful on what you include in the text.

Think of doNotes as word processing files.

You can completely format notes just like a full word processor with images, tabs, bold, italic andcolours. You can even create tables. Any doNotes that are open when you exit doogiePIM willautomatically reopen the next time you start doogiePIM, so these notes are invaluable for addedreminders for yourself. doNotes can open special files with file extension of "don" (doogiePIM DocumentFile), and you could import compatible files such as plain text or RTF.

For more information of formatting and editing of Notes, see Notes Editor.

Think of doNotes as sticky notes.

You can send a note over Local Area Network (LAN with TCP/IP) to a recipient who is also runningdoogiePIM. The note you send is fully formatted. You can control if you want to receive doNotes or not

with the icon on the main toolbar.

See Sending Notes over a Network for more information.

The window of doNotes is deliberately left uncluttered with minimal toolbars, but you can switch on thevisibility of toolbars for easier access to the commands. Use the right+click content menu for access tothe View menu as well as the other commands.

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Related TopicsNotes Editor

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Sending doNotes over a NetworkThe content of any note can be sent over a Local Area Network (LAN) using TCP/IP. This is useful forwhen your PC is part of a network in an office and you want to send or receive a note to a partner.

You are not limited to only sending doNotes but rather any rich text in the content of records, forexample: a contacts comments box or the description in a Bookmark's details.

To Send a Note over the NetworkFirst open the note so that it is displayed on the screen.

Click on the icon in toolbar above the editor,

orRight-Click on the note and choose "Send Note over Network"

A dialog is displayed for further information:

Enter the details as required. You may want to click on "Test It" after entering the recipients address to see if the computer is accessible on the network.

The recipient must be running doogiePIM in order to receive the doNote. They must have enabled theability to received doNotes.

Enabling receiving of network doNotes

From the main toolbar, click on the icon click to allow doNotes to be received

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If you can't see this icon, then right-click on the main toolbar and choose Customize toolbar. Thenadd the icon to the toolbar.

Disabling receiving of network doNotes

From the main toolbar, click on the icon click to block all doNotesIf you can't see this icon, then right-click on the main toolbar and choose Customize toolbar. Thenadd the icon to the toolbar.

When you are ready to transmit the note, click on Send or click on Cancel to abort.

Related TopicsManaging NotesSending Notes over a Network

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Managing doNote DocumentsdoNotes are saved to your local hard disk, so you can manage your individual notes and documents likea normal file.

It is recommended to use the BiteSpire Files Explorer because you get the added advantage ofseeing the contents of the document. This will allow you to manage the documents better.

See BiteSpire Files Explorer for more information.

When doogiePIM is first installed, it sets up a default folder in the installation. This documents folder is:

C:\BiteSpire\doogiePIM\Data Files\doNotes

However, you don't have to use this folder. When you are requested to save a doNote, you are given theopportunity to save the document to a different folder.

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Any doNotes received over the Network (LAN) is stored in:

C:\BiteSpire\doogiePIM\Data Files\doNotes\Received Notes

See Sending Notes over a Network for more information

Editing and creating notes can be done with the commands in the MiniBar, main toolbar and the mainmenu.

For editing the contents of a note, See Notes Editor for more information.

Related TopicsManaging NotesSending Notes over a Network

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Expression Calculator

With the doogiePIM Expression Calculator you can perform simple or complex calculations. Rather thanusing the traditional desktop style calculator, in the BiteSpire Expression Calculator, you would enter theexpression in the input box in one line.

Enter an expression, such as:

10+45+112+99456-443

or

cos(90)

To see an immediate answer while typing the expression, place a checkmark next to "Immediatecalculation".

The command buttons are:"Insert", to quickly insert mathematical functions, like cos, sin, log etc."Clear" button command will clear the input box."Calculate" performs the calculation and displays the result in the yellow area."Put" copies the result into the Calculate input box"Copy" Copies the result to the clipboard.

Functions

piReturns pi as 3.141592654

expthe value of e raised to the power of x

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if(x,y,z)if x=True(or 1) then return y else return z

randgDraw from normal distrib. (mean=x, sd =y)

nanNot a number, mathematical error in result

isnanIs Not a Number (has error)?

randomrandom number between 0 and 1

sqrthe square of a number (x*x)

sqrtthe square root of a number

absAbsolute value.

roundRound to the nearest integer.

truncTruncates a real number to an integer.

lnNatural logarithm of x.

log10Logarithm base 10 of x.

logNLogarithm base x of y.

powerRaise to the power: x^y.

powPower: x^y.

intpower

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Integer power: x^y.

maxThe maximum of both arguments.

MinThe minimum of both arguments.

sinSine of an angle in radians.

cosCosine of an angle in radians.

tanTangent of an angle in radians.

arcsinInverse sine in radians.

arccosInverse cosine in radians.

arctan2Inverse tangent (x/y) in radians.

arctanInverse tangent (x/y) in radians.

sinhHyperbolic sine of an angle in radians.

coshHyperbolic sine of an angle in radians

tanhHyperbolic tangent of an angle in radians

arcsinhInverse sine in radians

arccoshInverse hyperbolic cosine in radians

arctanhInverse hyperbolic tangent in radians

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degtoradConversion of degrees to radians

radtodegConversion of rad to degrees.

posPosition in of substring in string.

Operands

comparison: > < <> = <= >= (also works on strings)

logical: and or xor notfactorial: !percentage: %assign to variables: :=

The required format of the expression is Pascal style with the following additional operands:

- factorial (x!)- power (x^y)- percentage (x%)

Implicit multiplying is not supported: e.g.

(X+1)(24-3) generates a syntax error and should be replaced with:

(x+1)*(24-3)

Logical functions evaluate in 0 if False and 1 if True.

PrecedenceThe precedence of the operands is little different, giving a lower precedence to logical operands, asthese only act on Booleans (and not on integers like in Pascal).

1 (highest): ! -x +x % 2: ^ 3: * / div mod 4: + - 5: > >= < <= <> = 6: not 7: or and xor

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8: (lowest): :=

Related TopicsScratchpadExpression CalculatorScratchpad Phrases

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Making Archive Backups of Data FilesIt goes without saying that it is extremely important to make backups of data just in case of computerfailure or you need to revert back to a particular stage. doogiePIM has a utility to create a ZIP or EXEArchive of a selected folder. It is useful to have all your data from one main folder so you can managewhere files are located easier.

See Introduction to Data Files for more information on where doogiePIM data is located on your harddisk.

There are a couple of ways to backup your data. You could use the built-in "Backup Database"command. This will create a copy of your database to the location you specify. This is the simplest andquickest method because you don't have to close your database.

To make a quick backup of your database

Select from the main menu, File/Backup database files, or

Click on the main toolbar icon,

This backup is generally fine for everyday backups. It will quickly create a single database file in thefolder of your choosing. However, this won't backup any of your doNotes or other settings within thedoogiePIM folder. To make a backup of your data files folder, you will need a third party option tocopy the folder to storage or use the built-in File Archiver.

Using the File ArchiverThe other option is to use the Files Archiver. This essentially creates a ZIP file. This will let you backup awhole folder, but if you're archive contains the database that is currently open, then it could becorrupted, so always close your database, before archiving files.

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The doogiePIM backup system can create two types of archive:

1. Easy Restore ExecutableThis is an application file, just like doogiePIM, but works like a mini-application. All your data and specialextraction program code to extract the data is contained all in one file. You don't need any third partysoftware to get the data out of the archive. That is why you may wish to consider using the passwordprotection options.To restore data from this type of archive, you just use the File Explorer and run it like a normalapplication.

2. Zip ArchiveThis file format is compatible with all Zip archiving software. Windows has now started to take notice ofthis format and even provides features for reading Zip files directly. The file extension is .zip.

Click Tools / Archive Files or Press F6:

When you make a backup archive, the "Current Backup Number" will increment automatically up to themaximum specified. Then it goes back to 1 again. The resulting filename will be created comprising ofthe "Archive Filename Prefix" and the backup number, as indicated by the "Archive Filename" previewin the window. This enables you to have different versions each time you make a backup.

Note: You can only choose folders to include in the archive. The sub-folders of the folder you've chosenwill automatically be included in the archive.

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MiniBarThe doogiePIM MiniBar is a free floating toolbar that appears on your desktop. This small utility is activewhen you first run doogiePIM and can stay active for as long as you wish. The buttons on the MiniBarare quick access to the sections and tools of doogiePIM. So you can close the main window ofdoogiePIM and have the MiniBar running with low resources enabling you to access email, bookmarksor other records with minimum effort. All of these MiniBars can be edited with a free MiniBar Editoravailable at BiteSpire.com. You can create flat style or 3D style buttons.

It works like a normal toolbar. To move the MiniBar around your desktop, left click and hold down themouse on the cross on the left of the MiniBar.

doogiePIM comes with some different layouts, here are some examples:

A classic horizontal MiniBar, designed to fit on the top or bottom of your desktop (Captions Only):

A classic horizontal MiniBar with captions removed and only icons showing:

A vertical MiniBar that is better for the left or right hand side of your desktop (With Captions and IconsOR Icons Only):

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The button operations of the MiniBar are: (You can mouse over any of the minibar buttons to see whichitem it controls)

Shows a drop down menu to access your URLs stored in doogiePIM. The resulting menu is arrangedlike your folders in the URLs section. The URL records are listed as menu items with a thumbnailtooltip for identification. Click on a URL menu item to launch the URL in your browser. To Add aBookmark, click on the Command "Add a New URL..." or drag a URL from the browser address baror web page directly onto the MiniBar. (With Captions and Icons OR Icons Only):

These are the options available from the MiniBars:

o Launches the Home Page of doogiePIM.

o Launches the Calendar section.

o Launches the Contacts section.

o Launches the Messages section.

o Launches the Journal section.

o Launches the Noteboard section.

o Launches the Notes & Documents section.

o Launches the Planner section.

o Launches the Tasks section.

o Launches the Reports section.

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o Launches the Vault section.

If you want to control visibility of the MiniBar when doogiePIM starts, then go to the "Settingsand Preferences/General":

Launching doogiePIM by showing the MiniBar only: Place a check next to "Show MiniBar at Startup" and choose "Show: none" to only have the

MiniBar shown without the main window.

Launching doogiePIM without the MiniBar showing: Uncheck "Show MiniBar at Startup" and choose "Show: Last used Section" to only have the last

section you visited, eg: Contacts, shown without the MiniBar being displayed.

You can create your own MiniBar definitions or edit an existing definition if the common tools are not toyour liking. You could create your own bar with only Contacts and URLs if you wish.

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Introduction to BiteSpire Files ExplorerThe BiteSpire Files Explorer is a utility which allows you to view small thumbnails of image files. It worksin a similar manner to the Windows File Explorer. In fact, in many ways, it is almost exactly the same. Ithas a folder tree view for navigating to different folders and a list view for showing thumbnails or filedetails. You can create, rename and delete folders and files in the same way as the Windows FileExplorer.

The added advantage of the BiteSpire Files Explorer is a Preview Area where the selected file will beshown. This may be an image or a rich formatted file. This means you can preview template text, or animage, before dragged the file into a Note or Comments editor.

When viewing an image, there are commands on the main toolbar or by using the main menu to zoomthe image in and out, selecting an area of the image or panning the image window.

You don't have to use doogiePIM Files Explorer with just doogiePIM, you can drag files to otherapplications, if they accept OLE communication.

Previewing of a document file. See Text File Formats that can be previewed.

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Flag MarkersFlag Markers are special marker points on certain database records, such as on a Note or a Contact. Youcan assign a flag marker on Notes, Events, Tasks, Contacts, Planners, Noteboard Blocks and Journals.

The markers are useful in identifying the status of the record. eg: you could have a flag marker called "todo" which you use for assigning against a Note, or you could assign a flag marker to a contact called "Follow up", identifying that this contact needs attention.

These flag marked items can be listed on your Home Page as a quick access to the item. See "Changing the Home Page" for more information.

Managing The Flag MarkersYou can add, remove or edit the flag marker names and icon. You are free to add your own or changethe default ones.

To Add, Edit or Delete Flag Markers

Choose from the Main Menu "Tools/Edit Flag Markers".Use the Flag Markers editor window to:Add - Adds a new flag marker.Edit - Allows you to rename the flag marker with your own text. This must be unique and can't beblank.Delete - Delete the flag marker. Be careful if you have records in your database that have beenflagged with the marker you are deleting.Move Up - Moves the flag marker up in the list. This affects the combo boxes and menu lists wherethe flags are displayed.Move Down - Moves the flag marker down in the list. This affects the combo boxes and menu listswhere the flags are displayed.Icon - Change the icon of the selected flag

See Icon Library for more information

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Click on Save to save the changes or click on Cancel to cancel the changes.

Assigning A Flag MarkerWithin each of the relevant sections, there provides a method for assigning a flag marker to a record.

To Assign Or Clear A Flag Marker On A Note, Noteboard, Journal Or Planner

Go to the relevant section, then, either:

Right Click on the item you want to flag in the Folder's Navigator, eg: a Note, then select"Properties" from the context menu, or

Press the keyboard shortcut: Ctrl+R to show the Properties dialog window.

Then choose the "Details" tab of the Properties dialog window.In the group "Flag Marker", click on "Flag this item as" then use the combo box list of flags tochoose the flag you want to assign, or click "Not Flagged" to unflag it.Finally click on Save to accept the choice or click on Cancel to cancel the changes.

If the flag is assigned correctly, you should now notice the flag marker icon will show to the left ofthe item's icon in the Navigator.

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To Assign Or Clear A Flag Marker On A Contact

Go to the Contacts section then highlight and select the desired contact in the Card View or the ListView, then, either:

Click on icon "Flag/Mark the Selected Contact as.." located on the Contact's Toolbar then choosethe appropriate flag from the drop down list

TIP: When you select the flag marker, the icon on the toolbar will change to the last selectedflag, so the next time you want to flag another contact with the same flag, you only have to click on the icon withoutclicking on the drop down arrow.

Right Click on the contact you want to flag, then select "Edit Selected Contact" from the contextmenu, or

Double Click on the contact, or.Press the keyboard shortcut: Ctrl+E to show the Contacts Editor window.

With the Contacts Editor window:On the bottom of the Contacts Editor window, tick "Flag this contact as" then use the combo boxlist of flags to choose the flag you want to assign, or untick it to unflag it.Finally click on Save to accept the changes or click on Cancel to cancel the changes.

If the flag is assigned correctly, you should now notice the flag marker icon will show to the left ofthe contact's name in the Card View or in the first column of the List View.

Related TopicsGetting StartedFoldersCalendarClipArt ExplorerIcon LibraryScratchpadContactsDatabase FilesHome PageJournalNoteboardsNotesPlannerTasksUser Interface ControlsSupported Graphic FormatsGuide to Automatic Folder NamingFlag MarkersMulti-Dimensional Linking

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Icon LibraryTo make a folder visually easier to recognize, it is handy to change the icon of a folder to explain it'scontent or purpose. doogiePIM comes with a large built in library consisting of a variety of icon designs.You may choose any of these designs as an icon for a folder.

To change the icon of a folder

Either:

Left Click on a Folder's Icon within the Navigator Icon: , or,Right Click on a Folder's name and choose from the popup menu, "Properties". Then choose the "

Display" tab, Then click on the large Button "Choose an icon from library...".You could also press the keyboard shortcut equivalents:Ctrl+R to launch the "Properties" window

With the Icon Library window open, navigate to a library you wish, for example "Books", then clickon an icon on the right hand side listing.When you are satisfied with the icon you want, Click on OK to accept the choice, or click on Cancelto cancel the choice.

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Related TopicsIntroduction to the Icon LibraryManaging Icons

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Introduction to the Icon LibraryThe Icon Library is able to hold icons that can be stored and reused. Icons can be used in the Navigatorfolders or as Flag Markers.

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The library works in a similar way to the Scratchpad Phrases. Icons can be added and replaced in anorganized tree view, similar to the folders navigator in the main window.

See Folders for more information.

Related TopicsIcon LibraryManaging Icons

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Managing IconsEach operation can be done only when in the Icon Library Window:

To Launch Icon Library window

Either:Choose from the Main Menu "Tools/Icon Library", or

Click on the Main Section Toolbar icon: Icon Library

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To Add An Icon

Either:From the Main Menu choose "Edit/Add an Icon", or

Click on the Icons Toolbar icon: Add an Icon

To Replace An Existing Icon

First selected the icon you want to replace, then,From the Main Menu choose "Edit/Replace Selected Icon", or

Click on the Icons Toolbar icon: Replace Selected Icon

The operation of replacing is the same as adding.

To Delete An Icon

First selected the icon you want to remove, then,Choose from the Main Menu "Edit/Delete Selected Icon". or

Click on the Icons Toolbar icon: Delete Selected Icon

To Save An Icon

First selected the icon you want to save, then,Choose from the Main Menu "Edit/save Selected Icon", or

Click on the Icons Toolbar icon: Save Selected Icon

Related TopicsIcon LibraryIntroduction to the Icon Library

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Password GeneratordoogiePIM comes with a built in Password Generator so you can generate random passwords with thedoogiePIM password generator. Instead of trying to think of some password which is easily guessed by athird person, you can get the password generator to create a much more secure one for you with theclick of a button.

You can access the Password Generator by clicking on the 'Tools' menu and selecting 'PasswordGenerator' menu command or clicking the shortcut icon 'Password Generator' placed on the mainicon toolbar.

To Launch the Password Generator

Either:Choose from the Main Menu "Tools/Password Generator", or

Click on the Main Toolbar icon:

Generating Random Passwords

Once you have launched the Password Generator, the first thing you need to do is to define somerules.

From the first group of radio buttons select what type of character case your new password should

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contain. From the second group of check boxes select what type of characters your password should be

created with. Space counts as a character.On the third group of data edit fields, enter values for minimum and maximum character lengths

the password should contain.

After defining your password tools just click on the Generate button. You will see the newlygenerated password in 'The generated password' field.

You can copy/paste the password using standard keyboard short cut keys [Ctrl+C / Ctrl+V], rightclick popup menu or alternatively you can copy to clipboard.

Password Generator is a free floating window. You can have it running while working with doogiePIM orother applications.

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Introduction to ScratchpadScratchpad allows you to collect snippets of plain text that can be stored and reused. You can storesignatures, Email Templates, Quotes, programming code and other useful text. Scratchpad entries areorganized into folders and can be added, edited and deleted. Each operation can be done only whenyou are in the Scratchpad Window of doogiePIM.

They are organized in a folder tree view, similar to the folders navigator in the main window.

See Folders for more information.

Each phrase can contain any amount of plain text. You can enter them manually, paste them from theclipboard or you can drag them in from some browser window or any other application that supportsfull OLE drag and drop.

See Managing Phrases for more information.

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Managing Scratchpad

To Launch the Scratchpad window

Either:Choose from the Main Menu "Tools/Scratchpad", or

Click on the Main Section Toolbar icon:

To Add A Phrase

Either:Right click on the Scratchpad and choose "Add Phrase", or

Click on the Main Toolbar icon:

With the Details window open, edit the details as needed:

Author/Ref Enter some descriptive text, eg: Shakespeare.This doesn't have to be a name, it can be a reference code.

Text Enter the plain text of the phrase. This can be as detailed as you wish.

When you are satisfied with the details you have entered, click on OK to save the details or click onCancel to cancel any changes made.

To Select A Phrase

Left click on Phrases List where the phrases are displayed. The phrase is selected when it has a

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highlight around it. When a phrase is selected, the Information area is filled in with the text of thephrase, ready for selecting and copying to the clipboard.

To Edit An Existing Phrase

Either:Choose from the Main Menu "Edit/Edit Selected Phrase", orRight Click on the phrase in the Phrases List, and choose from the context menu "Edit Selected

Phrase", or

Click on the Toolbar icon: orDouble Click on the phrase you want to edit, in the Phrases List.

The operation of editing is the same as adding. See the details above for more information.

To Delete A Phrase

Either:Choose from the Main Menu "Edit/Delete Phrase", orRight Click on the phrase in the Phrases List, and choose from the context menu "Delete Phrase",

or

Click on the Toolbar icon:

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Introduction to Database SearchThere are a couple of ways to search for data within doogiePIM. The first is by using the Quick Searchwhich is located under most of the section's list views.

See Quick Searching for more information.

There are times, however, that Quick Search doesn't give the results you need. Therefore, you could usethe Database Search which is sectioned into a Full Search, Search by Field and a much moreadvanced SQL search.

The main advantage of using the Database Search over the Quick Search is that the Database Search willlist the matching records so you can locate the record, export the list or print it. The Quick Search willonly go to the first or next matching field so you don't know exactly how many matches you have. Plusthe Quick Search only searches in the currently selected folder with the exception of the calendar.

The Full Search is an indexed search that will search for words in any part of your database. It isn'trestricted by which field the text is in.

See Full Search and Indexing for more information.

The Database Search By Field is a good way to find text that matches any one of the fields in adatabase section. You could search for the home address country that matches "Netherlands" or find URLs that end in ".co.uk".

See Search by Field for more information.

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The Advanced SQL gives the user scripting control. This is designed for people with knowledge of SQL(Structured Query Language) and gives a great deal of flexibility.

See Advanced Search and SQL Reference for more information.

The results list view of the search can be used to export to CSV or you may print the list. You can go to arecord from the result item which takes you to the correct section and record within doogiePIM in themain window.

Related TopicsIntroduction to Searching and SQLSimple SearchAdvanced Database SearchExporting Search ResultsManaging SQL ScriptsSQL Reference

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Quick SearchingThe records in doogiePIM can be searched for in the relevant section for the currently selected folder byusing the quick search facility located under the List View or the Card View. If you want a more advancedsearch or a list of matching items for exporting, then you could use the Database Search.

See Database Search for more information.

The search is case-insensitive. This means if you searched for "smith", then the system will find "Smith"and "SMITH". Regular Expressions are also supported

Enter the search text:

SMITH

A normal search term so doogiePIM will find items that match SMITH.

Enter the regular expression search text:

(smith|jones)

This is a regular expression search. Here the example searches for items matching smith or jones.

See Syntax of Regular Expressions for more information.

The Quick Search bar that is located under section list views.

To Use the Quick Search

1. Choose from the "Search in" blue drop down text by clicking on the blue underlined text andchoose the field you want to search in. If you are not sure which field to search in then choose "AllColumns" from the list of choices.

2. Click on the matching type (next blue text) to change the way the search text matches the field:

ContainsMatches text inside text, eg: "BiteSpire" with match against "Made by BiteSpire Software"

Start withMatches text that starts with text, eg: "BiteSpire" with match against "BiteSpire Software" but not "Visit BiteSpire Software".

Ends WithMatches text that ends with text, eg: "BiteSpire" with match against "Made by BiteSpire" but not "

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BiteSpire Software".

RegExpr

Matches the text using a regular expression.

See Regular Expressions for more information.

3. Enter the text you wish to search for in the input box "Text".

4. Click on the Find First button on the right of the "search for" input box, to locate the firstmatching item in the list. Pressing Enter on your keyboard also activates this command.

5. Click on the Find Next button on the right of the "search for" input box, to locate the nextmatching item in the list.

If any item is found that matches your criteria, the appropriate record is automatically selected so thedetails are displayed in the item's information area. If no record is found, a warning dialog is displayedaccordingly.

Related TopicsIntroduction to Searching and SQLSimple SearchAdvanced Database SearchExporting Search ResultsManaging SQL ScriptsSQL Reference

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Search by FieldThis search gives you the facility to extract a list of records that matches text against a single field. Forexample, you could search for the home address country that matches "Netherlands" or find Bookmark'sURLs that end in ".co.uk".

To Launch the Database Simple Search

Either:Choose from the Main Menu "Tools/Database Search", or

Click on the Main Toolbar icon: or Press F9. Choose your type of search between, Full or by Field:

To Conduct a Search by Field

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1. First choose a section from the drop down list by clicking on the long button: Search in Section2. Next choose the record field from the list next to Record Field.3. Choose the Matching Type. from the available radio buttons that best describes how to matchyour search text to the record's field.4. Enter the text you want to search for in "Search for Text". The search is not case sensitive so "BiteSpire" also matches "BiteSpire" and "BiteSpire".5. Click on Begin Search to start the search. Depending on how many records there are, it may take afew seconds to compile the list.

Any results found are listing in the list view that is displayed. From here you can go to the record in therelevant section, export the list or print the list.Use the icon command on the toolbar above the list view accordingly.

Related TopicsIntroduction to Searching and SQLSimple SearchAdvanced Database SearchExporting Search ResultsManaging SQL ScriptsSQL Reference

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Advanced Database Search

To Launch the Database Simple Search

Either:Choose from the Main Menu "Tools/Database Search", or

Click on the Main Toolbar icon: or Press F9. Choose your type of search between, Full or by Field:

The simple search in doogiePIM gives you the facility to extract a list of records that matches text againsta single field. However, you may want to achieve more control and finer results.

The Advanced search gives the user scripting control. This is designed for people with knowledge of SQL(Structured Query Language) and gives a great deal of flexibility. This is not for basic searches and isbeyond the scope of this documentation. Therefore, you need to look for an appropriate Internetresource that deals with SQL.

See SQL Reference for more information about functions and syntax.

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Related TopicsIntroduction to Searching and SQLSimple SearchAdvanced Database SearchExporting Search ResultsManaging SQL ScriptsSQL Reference

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Full Search and IndexingThis is the fastest and the simplest search. It allows you to search for any word in any area of the wholedatabase, except for Vault. Imagine this feature as being like an internet search engine, but it onlysearches your database and not the web.

doogiePIM is able to search by first indexing all the words of text that you have in your database. It thenorganizes this into a new database file called an "Inverted Index". This means when you enter a word, itwill immediately search for all data that has the index of that word. This means it may be faster thanusing other search methods. This is beneficial, for example, when searching email or RSS messages.

Searching

To search for some data, enter a word or two in the input box "Search for". The search is notcase-sensitive, so if you enter "BITESPIRE", this is the same as entering "bitespire" or "BiteSpire". Clickon "Begin Search" to start the search. Any results that are found are displayed in the preview area.

The order of words you search for is also not important. You could search for "bitespire doogiepim" and

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this will bring the same result as "doogiepim bitespire". The search is only interested in which wordsmatch and not the order of the words.

Full Search Options

There are options that you can apply. For example, you only want to search in Messages andDocuments and not the other sections.

Click on the button, next to the search input box:

This reveals these options. Click on the button again to hide the options.

"Immediate Search While Typing", will start the search as soon as you start typing some characters.This means you don't have to press ENTER or click on the "Begin Search" button.

"Show Text Extract". Some records will result in some extra text that will help to identify what you'relooking for, for example, an email message. When unchecked, you will only see a title line.

Once your result is on screen, click on a blue title text to locate that record. You may even select the textand paste it into a doNote or other edit area. You have all the same options to export or "send to" asother text editors within doogiePIM.

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However, before doing any full searching you will need to get your data indexed.

Indexing

There are two ways to get your data indexed. You can have doogiePIM automatically index the data afterevery time you add a record or update a record's data. However, this makes add and editing slowerbecause doogiePIM has more work to do than just saving the record. This method is called "AutomaticIndexing".

The second method is "Manual Indexing". This means you build your own index at a time when youwant. This advantage is that adding and editing are a normal speed, but the indexes won't be updateduntil you build the indexes yourself.

You can setup which method you prefer by going to the "Settings and Preferences/Search Indexing",then choose the indexing method.

Building A New Index

To manually build a new index, select from the main menu "Tools/Admin/Build Complete Full TextIndex". But be warned, this process can take a long time. It is also advisable not to run otherapplications while the indexing is working, as this will slow down your PC.

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Related TopicsIntroduction to Searching and SQLSimple SearchAdvanced Database SearchExporting Search ResultsManaging SQL ScriptsSQL Reference

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Exporting Search ResultsMany of the List Views in doogiePIM can be exported, this includes the search results of the DatabaseSearch. The resulting output is the list in plain text form. This enables you to extract a list to a CSV file.This is ideal in situations when you want to preserve a result of a search, a filtered list of tasks or acontacts list.

Before exporting, first populate the list with the data you want by conducting a search or running aquery script.

To Export A List View

(If a sections list view) Choose from the section's main menu icon: "File/Export/List of ...".

The standard Windows Save Dialog is then displayed:

Choose a folder and filename for the exported document and choose which file type you want fromthe file types combo box. Then click on Save to create the new document. Valid file types are: TabDelimited Values and Comma Separated Values.

The CSV File Types

Tab Delimited Values (CSV)

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This means each column will be separated by a tab character.

Each column's data is always enclosed in speech marks and the first line is a list of the list view columnnames.

An example would be:

"Column1" "Column2""Mr.Smith" "Manager"

Comma Separated Values (CSV)This means each column will be separated by a comma character.

Each column's data is always enclosed in speech marks and the first line is a list of the list view columnnames. If there is a speech mark in the data text, then the export will insert a double speech mark: ""

An example would be:

"Column1","Column2""Mr.Smith","Manager"

Related TopicsIntroduction to Searching and SQLSimple SearchAdvanced Database SearchExporting Search ResultsManaging SQL ScriptsSQL Reference

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Managing SQL ScriptsScripts written in the Database Search editor can be saved to your local hard disk, so you can manageyour individual documents like a normal file. It is recommended to use the BiteSpire Files Explorerbecause you get the added advantage of seeing the contents of the document. This will allow you tomanage the scripts better.

See BiteSpire Files Explorer for more information.

When doogiePIM is first installed, it sets up a default folder in the installation. This documents folder is:

C:\BiteSpire\doogiePIM\Data Files\Query Scripts

However, you don't have to use this folder. When you are requested to save a script, you are given theopportunity to save the file to a different folder.

Related TopicsIntroduction to Searching and SQLSimple SearchAdvanced Database SearchExporting Search ResultsManaging SQL ScriptsSQL Reference

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doogiePIM Database File Specifications

File Extension doo

DB Format Proprietary

Query Support SQL '92 & DDL commands.

Maximum page size 65535 bytes (64 Kb without 1 byte).

Maximum number of pagesper database file

231 (over 2 billion).

Maximum number of recordsper table section

2 billion.

Database encryption methods Rijndael 128Rijndael 256BlowfishTwofish 128Twofish 256SquareDES Single 8DES Double 8DES Double 16DES Triple 8DES Triple 16DES Triple 24

Encryption modes CTS, OFB, CBC, CFB

Related TopicsIntroduction to Database FilesCreating New Database FilesOpening A Database FilePassword Protection

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Keyboard ShortcutsEach section has it's own keyboard shortcuts. Refer to the relevant sections below:

Global Application ShortcutsMain Application ShortcutsSection Shortcuts

Related TopicsContext MenusSplitter BarsToolbarsKeyboard Shortcuts

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Global Application ShortcutsThese shortcut keys are available no matter which window or section you are in. However, they maydepend on which control has focus. eg: an input box or a list box.

Ctrl means the Left or Right Control keyShift means Left or Right Shift KeyAlt means Left or Right Alt Key+ means press all the listed keys together. eg: Ctrl+V means you press the Control Key and the V keyon your keyboard.

Keys And Corresponding Action

Key Action

Ctrl+X Cut selected text.

Ctrl+C Copy selected text.

Ctrl+V Paste selected text into focused control.

Delete Clears the selected text.

Shift+F10 Invokes the context menu or right-click popup menu.

Ctrl+Esc Invokes the Start menu.

Tab Shift current focus to the next edit box or list.

Shift+Tab Shift current focus to the previous edit box or list

Alt+F4 Exits and Quits the application

Alt+Space Displays the window's system menu

Related TopicsGlobal Application ShortcutsMain Application ShortcutsSection Shortcuts

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Main Application ShortcutsThese shortcut keys are available no matter which section you are in. However, they may depend onwhich control has focus. eg: an input box or a list box.

Ctrl means the Left or Right Control keyShift means Left or Right Shift KeyAlt means Left or Right Alt Key+ means press all the listed keys together. eg: Ctrl+V means you press the Control Key and the V keyon your keyboard.

Keys And Corresponding Action

Key Action

Ctrl+1 Go To Home Section

Ctrl+2 Go To Calendar Section

Ctrl+3 Go To Contacts Section

Ctrl+4 Go To Tasks Section

Ctrl+5 Go To Documents Section

Ctrl+6 Go To Journals Section

Ctrl+7 Go To Planner Section

Ctrl+8 Go To Noteboard Section

Ctrl+9 Go To Messages Section

Ctrl+0 Go To Bookmarks Section

F12 Launch Icon Library

F11 Launch Scratchpad

F10 Launch Files Explorer

F9 Launch Database Search

F8 Launch Password Generator

F7 Launch Expression Calculator

F6 Launch Backup utility

F5 Refresh current screen (section dependant)

Shift+Ctrl+N Create new doNote

Shift+Ctrl+B Add a new Bookmark

Shift+Ctrl+E Add a new Calendar Event

Shift+Ctrl+T Add a new Task

Shift+Ctrl+C Add a new Contact

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Shift+Ctrl+M Compose a new email message

F2 Rename selected list item

F1 Launch Help

Related TopicsGlobal Application ShortcutsMain Application ShortcutsSection Shortcuts

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Section ShortcutsThese shortcut keys are available in the relevant section. However, they may depend on which controlhas focus. eg: an input box or a list box.

Ctrl means the Left or Right Control keyShift means Left or Right Shift KeyAlt means Left or Right Alt KeyCursorKeys means press any of the cursor keys - Up, Down, Left or Right+ means press all the listed keys together. eg: Ctrl+V means you press the Control Key andthe V key on your keyboard.alpha means to press the letter key not the number key. This is because the letter O and thenumber 0 zero look very similar.

Shortcuts for the following are listed below:

CalendarContactsTasksDocumentsVaultBookmarksMailerNoteboard Note BlockNoteboard EditorNote/Comments Editor

Keys And Corresponding Action

CalendarKey Action

Ctrl+N Add a new event

Del Delete selected item

Tab Go to next selected event

Cursor Keys Move date selection left, right, up or down

F3 Find next event matching quick search

Ctrl+F3 Find first event matching quick search

Ctrl+F Show and focus quick search

ContactsKey Action

Ctrl+N Add a new contact

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Del Delete selected item

Ctrl+V Switch to Card View or List View

Ctrl+E Edit selected item

F3 Find next item matching quick search

Ctrl+F3 Find first item matching quick search

Ctrl+F Show and focus quick search

TasksKey Action

Ctrl+N Add a new task

Del Delete selected item

Ctrl+Q Add a new quick task

F2 Quick edit task's subject

Ctrl+E Edit selected item

Ctrl+O (alpha) Mark task as Open

Ctrl+D Mark Task as Closed

Ctrl+M Move selected items to a different folder

F3 Find next item matching quick search

Ctrl+F3 Find first item matching quick search

Ctrl+F Show and focus quick search

DocumentsKey Action

Ctrl+N Add a new note

Shift+Ctrl+N Add a new sub-note

Del Delete selected item

Shift+Ctrl+P Print Preview selected note

Ctrl+A Select all text

Ctrl+I Import a file

Ctrl+P Print selected note

F3 Find next item matching quick search

Ctrl+F3 Find first item matching quick search

Ctrl+F Show and focus quick search

VaultKey Action

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Ctrl+N Add a new item

Del Delete selected item

Ctrl+L Lock the Vault

Ctrl+V Switch to List View or Card View

Ctrl+E Edit selected item

Ctrl+C Copy username of item to clipboard

Shift+Ctrl+C Copy password of item to clipboard

Ctrl+M Move selected items to a different folder

F3 Find next item matching quick search

Ctrl+F3 Find first item matching quick search

Ctrl+F Show and focus quick search

BookmarksKey Action

Ctrl+N Add a new item

Del Delete selected item

Ctrl+G Open bookmark's URL in browser

Ctrl+V Switch to List View or Card View

Ctrl+E Edit selected item

Ctrl+C Copy selected bookmark's URL to clipboard

Ctrl+L Link current bookmark to a different database item

Ctrl+M Move selected items to a different folder

Ctrl+S Check online connection status of bookmark's URL

F3 Find next item matching quick search

Ctrl+F3 Find first item matching quick search

Ctrl+F Show and focus quick search

MailerKey Action

Ctrl+N Compose a new email message

Del Send selected item to "Deleted" folder

Ctrl+O (alpha) Open selected email message

Ctrl+R Reply to selected email message

Ctrl+S Send selected items to "Spam" folder

Ctrl+K Add sender's address as a new Contact

Ctrl+G Locate contact and go to contacts section if known

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Ctrl+L Link current message to a database item

Ctrl+M Move selected items to a different folder

Ctrl+S Check online connection status of bookmark's URL

Ctrl+R Mark selected as Read

Shift+Ctrl+R Mark selected as Unread

Ctrl+D Mark selected as Replied

Shift+Ctrl+D Mark selected as Not Replied

Ctrl+B Mark all messages as Read

Shift+Ctrl+B Mark selected as Unread

Ctrl+I Mark selected as Replied

Shift+Ctrl+I Mark selected as Not Replied

F3 Find next item matching quick search

Ctrl+F3 Find first item matching quick search

Ctrl+F Show and focus quick search

Noteboard Note Block (See Also Note Editor Keyboard Shortcuts)

Key Action

Alt+CursorKeys Move Focused Block Up, Down, Left or Right

Alt+Ctrl+CursorUp

Reduces height of Focused Note Block

Alt+Ctrl+CursorDown

Increases height of Focused Note Block

Alt+Ctrl+CursorLeft

Reduces width of Focused Note Block

Alt+Ctrl+CursorRight

Increases width of Focused Note Block

Noteboard EditorKey Action

Ins Add a new Note Block

Ctrl+L Add a new Note Block Linked to Focused Block

Ctrl+Alt+V Paste clipboard contents as a new Note Block

Ctrl+Del Delete selected Blocks

Ctrl+A Select all Note Blocks

Ctrl+S Save current Noteboard to database

Ctrl+P Print selected Note Blocks

Ctrl+E Export focused Note Block

Ctrl+N Add a new Noteboard

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Shift+Ctrl+E Export Noteboard

Ctrl+E Edit selected Noteboard

F3 Find next item matching quick search

Ctrl+F3 Find first item matching quick search

Ctrl+F Show and focus quick search

Document/Note/Comments EditorKey Action

Ctrl+X Cut

Ctrl+C Copy

Ctrl+V Paste

Shift+Ctrl+V Paste as Plain Text

Shift+Alt+V Paste as...

Ctrl+A Select All

Ctrl+Z Undo

Ctrl+Shift+Z Redo

Ctrl+B Bold

Ctrl+I Italic

Ctrl+U Underlined

Ctrl+CursorUp Scroll editor window up

Ctrl+CursorDown Scroll editor window down

Shift+F5 Toggles case of selected text

F12 Mark or edit hyperlink

Ctrl+G Launch/go to hyperlink

Ctrl+J Insert from Scratchpad

F7 Check spelling

Ctrl+F7 Lookup word in thesaurus

Shift+Enter Insert soft break. Adds a "new line" but keeps the paragraph continuous

Enter Start a new paragraph

Ctrl+L Delete current line

Ctrl+Backspace (If cursor is in the middle of a word) Delete from start of current word up tocursor(If cursor is in white space) Delete word to the left of cursor

Ctrl+Shift+L Select current line

Ctrl+Shift+W Select current word

Ctrl+Shift+P Select current paragraph or item

Alt+Enter Properties of current image or item

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Ctrl+Shift+B Format as bullet list

Ctrl+Shift+O (alpha) Format as ordered list

Ctrl+Shift+I Increase indent or list level

Ctrl+Shift+D Decrease indent or list level

CursorKeys Move edit cursor up, down, left or right

PageUp Scroll back one page

PageDown Scroll forward one page

Ctrl+Left Move cursor to start of previous word

Ctrl+Right Move cursor to start of next word

F3 Find next item matching quick search

Ctrl+F3 Find first item matching quick search

Ctrl+F Show and focus quick search

Ctrl+H Search and replace text

Related TopicsGlobal Application ShortcutsMain Application ShortcutsSection Shortcuts

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Navigator Tree View Keyboard ShortcutsThese shortcut keys are available in the relevant section. However, they may depend on which controlhas focus. eg: an input box or a list box.

Ctrl means the Left or Right Control keyShift means Left or Right Shift KeyAlt means Left or Right Alt KeyCursorKey means press any of the cursor keys - Up, Down, Left or Right+ means press all the listed keys together. eg: Ctrl+V means you press the Control Key and the V keyon your keyboard.

Navigator Tree View

Key Action

Ctrl+A Add a new folder

Shift+Ctrl+A Add a new sub-folder

Del Delete selected item

F2 Rename selected item

Alt+CursorUp Move item up

Alt+CursorDown Move item down

Ctrl+R Edit properties of selected item

Ctrl+CursorUp Scroll content up

Ctrl+CursorDown Scroll content down

Ctrl+CursorLeft Scroll content left

Ctrl+CursorRight Scroll content right

Minus Collapse branch

Plus Expand branch

Divide Collapse all branches on current level

Multiply Expand all branches on current level

Backspace Go to parent branch

Related TopicsGlobal Application ShortcutsMain Application ShortcutsSection Shortcuts

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Guide to Date FormattingWhen you add a new folder in doogiePIM, the name of the folder is taken from a template which isdefined in the Settings.

The following formats can also be used in the display format parameters of Reports.

c Displays the date using the format given by the Windows system'sShort Date Format, followed by the time using the format given by theWindows system Long Time Format. The time is not displayed if thedate-time value indicates midnight precisely.

d Displays the day as a number without a leading zero (1-31).

dd Displays the day as a number with a leading zero (01-31).

ddd Displays the day as an abbreviation (Sun-Sat).

dddd Displays the day as a full name (Sunday-Saturday).

ddddd Displays the date using the format given by the Windows systemShortDate Format.

dddddd Displays the date using the format given by the Windows systemLongDate Format.

e Displays the year in the current period/era as a number without aleading zero (Japanese, Korean and Taiwanese locales only).

ee Displays the year in the current period/era as a number with a leadingzero (Japanese, Korean and Taiwanese locales only).

g Displays the period/era as an abbreviation (Japanese and Taiwaneselocales only).

gg Displays the period/era as a full name. (Japanese and Taiwaneselocales only).

m Displays the month as a number without a leading zero (1-12). If the m specifier immediately follows an h or hh specifier, the minute ratherthan the month is displayed.

mm Displays the month as a number with a leading zero (01-12). If the mm specifier immediately follows an h or hh specifier, the minuterather than the month is displayed.

mmm Displays the month as an abbreviation (Jan-Dec).

mmmm Displays the month as a full name (January-December).

yy Displays the year as a two-digit number (00-99).

yyyy Displays the year as a four-digit number (0000-9999).

h Displays the hour without a leading zero (0-23).

hh Displays the hour with a leading zero (00-23).

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n Displays the minute without a leading zero (0-59).

nn Displays the minute with a leading zero (00-59).

s Displays the second without a leading zero (0-59).

ss Displays the second with a leading zero (00-59).

z Displays the millisecond without a leading zero (0-999).

zzz Displays the millisecond with a leading zero (000-999).

t Displays the time using the format given by the Windows systemShortTime Format.

tt Displays the time using the format given by the Windows systemLongTime Format.

am/pm Uses the 12-hour clock for the preceding h or hh specifier, anddisplays 'am' for any hour before noon, and 'pm' for any hour afternoon. The am/pm specifier can use lower, upper, or mixed case, andthe result is displayed accordingly.

a/p Uses the 12-hour clock for the preceding h or hh specifier, anddisplays 'a' for any hour before noon, and 'p' for any hour after noon.The a/p specifier can use lower, upper, or mixed case, and the result isdisplayed accordingly.

ampm Uses the 12-hour clock for the preceding h or hh specifier, anddisplays the contents of the Windows system TimeAMString for anyhour before noon, and the contents of the Windows systemTimePMString for any hour after noon.

/ Displays the Windows system date separator character.

: Displays the time separator character given by the Windows system.

'xx'/"xx" Characters enclosed in single or double quotes are displayed as-is, anddo not affect formatting.

ii Displays the index number of the current folder item without a leadingzero.

Example:A Note is added to a list of 4 other notes on Monday 1st February 2004 at 1:35pm.

Format:

"Note" ii ddd c

(Note: The quotes are important.)This format would result in a folder name called:

Note 5 Mon 01/02/04 13:00:00

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Multidimensional LinkingWhat makes doogiePIM different to other organizers is the multidimensional approach to the data.

Most other software has only a single dimension. ie: You can store your contact's name, address ande-mail details and you can add notes and events. But you can't see which note refers to which contact.

Single Dimension (other organizer software)ContactsNotesTasksCalendar

Some other software has two dimensions. ie: You can store your contact's name then add a note for thecontact. The contact is linked to the note in just one way. You can't select only the note and see thecontact.

Two Dimensions (some other organizer software)Contact NoteEvent Note

doogiePIM has added dimensionsYou can add a contact, then add a note to the contact. Then you can add an event to the contact.However, you can select and view all your notes and see which contact or which event the note is relatedto.

Multidimensional doogiePIM

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The linking is done both ways.If you view the contact, you see the related documents.If you view the email messages, you see the related contacts.

The linking is not limited to contacts and documents, you can relate other items in the database, such asa Planner Event or a Noteboard or even a Task. You can even link items in the same data sections suchas linking a Contact to another Contact. eg: Salespersons inside one company.

This adds an extra dimension giving you a better understanding of your data, enabling you to correctlyorganize your valuable time.

Related TopicsLinking Items SelectorRelated Links List

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Linking Items SelectorThe Linking Items Selector is called from the relevant section. eg: in the notes section there is an

command "Link this note to a database item". In other sections there are similar commands.

See the relevant section details for more information.

When the command to link an item is issued, a Selector window is presented in order for you to choosewhich item to link to.

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To Link An Item To Another Database Item

First select a section from the Link Sections in the Link Selector window, then, select an item fromthe presented tree view. You may have to open the tree view folders to locate the item you want.

When the desired item is selected, Click on OK to accept the choice or click on Cancel to cancel thelinking process.

After clicking OK, you should see the new link in the Related Links in the Item's Information areaof the relevant section.

See Related Links List for more information

Related TopicsLinking Items SelectorRelated Links List

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Related Links ListThe Related Links List is located in the Item's Information area within each relevant section.

In the Information area, there is a secondary tab called "All Related Links". Selecting this tab shows alist view of the links that are directly related to the selected item. Some of the links are from otherdatabase items and some may be direct connections to another item. The links are grouped as per whichsection/item the linking belongs to.

See Linking Database Items for more information on adding links.

In the Related Links list, you are able to navigate to the items, remove links and launch the item's details.

To Go To A Linked Item:First select an item from the Related Links List by left clicking on it, so that's it is highlighted, then;

Right Click on the selected item and choose "Locate and Go To Selected Item" from the contextmenu, or

Press the keyboard shortcut: EnterThe section will then automatically change to the relevant item and the selected record will be therelated item.

To Open The Details Of A Linked Item:First select an item from the Related Links List by left clicking on it, so that's it is highlighted, then;

Double Click on the selected item, orRight Click on the selected item and choose "Open the Selected Item" from the context menu, orPress the keyboard shortcut: Ctrl+O

To Remove The Link Of An Linked Item:

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First select an item from the Related Links List by left clicking on it, so that's it is highlighted, then;

Right Click on the selected item and choose "Remove This Link" from the context menu, orPress the keyboard shortcut: Del

NOTE: This operation doesn't delete the linked item, it only removes the link between the twoitems.

Related TopicsLinking Items SelectorRelated Links List

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Supported Graphic FormatsThe following is a list of the graphic formats that are recognized and can be loaded (depending onwhere) in doogiePIM.

PNG Portable Network Graphics with alpha support.32bit, 24bit, 16bit, 8bit, 4bit, 1bit.

BMP, RLE, DIB Windows Bitmap32bit, 24bit, 16bit, 8bit, 4bit, 1bit.

ICO Windows Icon with alpha support.32bit, 24bit, 16bit, 8bit, 4bit, 1bit.

JPEG, JPG, JFIF, JPE Jpeg24bit, 16bit, 8bit.

TIF, TIFF TIFF images, extended base line implementation.Byte orders: little endian, big endian1, 2, 4, 8, 16 bits per samplecolor spaces: indexed, grayscale, RGB(A), CMYK, L*a*b*compression formats: uncompressed, packed bits, LZW, CCITT T.4 (rawand modified fax group 3, possibly word aligned), ThunderScan,Deflate, new style JPEG

RLA, RPF Alias/Wavefront images

PIC, CEL Autodesk images

CUT Dr. Halo images

GIF Static GIF Image, Animated GIF Images

FAX GFI fax images

EPS Encapsulated Postscript images (Raster information only)

PCD Kodak Photo-CD images

PSP Paintshop Pro images

PSD, PDD Photoshop images

ICB, TGA, VDA, VST, WIN Targa Truevision images

WMF/EMF Windows Metafiles

PCX/PCC ZSoft Paintbrush images

SCR Word 5.x screen capture images

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Supported Text FormatsThe following is a list of the file formats that are recognized and can be loaded into Notes in doogiePIM.

DON doogiePIM Document (doNotes, Templates)

TNP TexNotes Pro Note

RVF Rich View Format

RTF Rich Text Format

DOC Microsoft Word (Uses import filters, so Word must be installed)

TXT Plain Text, ANSI, OEM, Unicode

Related TopicsdoogiePIM File SpecificationsKeyboard Shortcuts

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Syntax of Regular Expressions

Introduction

Regular Expressions are a widely-used method of specifying patterns of text to search for. Specialmeta-characters allow you to specify, for instance, that a particular string you are looking for occurs atthe beginning or end of a line, or contains a number of recurrences of a certain character.

Regular expressions look ugly for the novice user, but really they are very simple, handy and powerful.

Simple matches

Any single character matches itself, unless it's a meta-character with a special meaning as describedbelow.

A series of characters matches that series of characters in the target string, so the pattern "bluh" wouldmatch "bluh'' in the target string.

You can cause characters that normally function as meta-characters or escape sequences to beinterpreted literally by 'escaping' them by preceding them with a backslash "\", for instance:meta-character "^" matches the beginning of a string, but "\^" matches characters "^", "\" and so on.

Examples

texnotes matches the string: "texnotes"\^texnotes matches "^texnotes"

Escape sequences

Characters may be specified using a escape sequences syntax much like that used in C and Perl: "\n''matches a newline, "\t'' a tab, etc. More generally, \xnn, where nn is a string of hexadecimal digits,matches the character whose ASCII value is nn. If You need wide (Unicode) character code, You can use'\x{nnnn}', where 'nnnn' - one or more hexadecimal digits.

\xnn char with hex code nn \x{nnnn} char with hex code nnnn (one byte for plain text and two bytes for Unicode) \t tab (HT/TAB), same as \x09 \n newline (NL), same as \x0a \r car.return (CR), same as \x0d \f form feed (FF), same as \x0c \a alarm (bell) (BEL), same as \x07 \e escape (ESC), same as \x1b

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Examples

foo\x20bar matches 'foo bar' (note the space in the middle).\tfoobar matches 'foobar', predefined by tab.

Character classes

You can specify a character class, by enclosing a list of characters in [], which will match any onecharacter from the list.

If the first character after the "['' is "^'', the class matches any character not in the list.

Examples

foob[aeiou]r finds strings 'foobar', 'foober' etc. but not 'foobbr', 'foobcr' etc.foob[^aeiou]r find strings 'foobbr', 'foobcr' etc. but not 'foobar', 'foober' etc.

Within a list, the "-'' character is used to specify a range, so that a-z represents all characters between "a''and "z'', inclusive.

If You want "-'' itself to be a member of a class, put it at the start or end of the list, or escape it with abackslash. If You want ']' you may place it at the start of list or escape it with a backslash.

Examples

[-az] matches 'a', 'z' and '-'[az-] matches 'a', 'z' and '-'[a\-z] matches 'a', 'z' and '-'[a-z] matches all twenty six small characters from 'a' to 'z'[\n-\x0D] matches any of #10,#11,#12,#13.[\d-t] matches any digit, '-' or 't'.[]-a] matches any char from ']'..'a'.

Meta-characters

Meta-characters are special characters which are the essence of Regular Expressions. There are differenttypes of meta-characters, described below.

Meta-characters - line separators^ start of line$ end of line\A start of text\Z end of text. any character in line

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Examples

^foobar matches string 'foobar' only if it's at the beginning of linefoobar$ matches string 'foobar' only if it's at the end of line^foobar$ matches string 'foobar' only if it's the only string in linefoob.r matches strings like 'foobar', 'foobbr', 'foob1r' and so on

The "^" meta-character by default is only guaranteed to match at the beginning of the input string/text,the "$" meta-character only at the end. Embedded line separators will not be matched by "^'' or "$''.You may, however, wish to treat a string as a multi-line buffer, such that the "^'' will match after any lineseparator within the string, and "$'' will match before any line separator. You can do this by switching Onthe modifier /m.

The \A and \Z are just like "^'' and "$'', except that they won't match multiple times when the modifier/m is used, while "^'' and "$'' will match at every internal line separator.

The ".'' meta-character by default matches any character, but if you switch off the modifier /s, then '.'won't match embedded line separators.

The Regular Expression engine works with line separators as recommended at:www.unicode.org ( http://www.unicode.org/unicode/reports/tr18/ )

"^" is at the beginning of a input string, and, if modifier /m is On, also immediately following anyoccurrence of \x0D\x0A or \x0A or \x0D. Note that there is no empty line within the sequence \x0D\x0A.

"$" is at the end of a input string, and, if modifier /m is on, also immediately preceding any occurrenceof \x0D\x0A or \x0A or \x0D. Note that there is no empty line within the sequence \x0D\x0A.

"." matches any character, but if You switch Off modifier /s then "." doesn't match \x0D\x0A and \x0Aand \x0D.

Note that "^.*$" (an empty line pattern) does not match the empty string within the sequence \x0D\x0A,but matches the empty string within the sequence \x0A\x0D.

Meta-characters - predefined classes

\w an alphanumeric character (including "_")\W a nonalphanumeric\d a numeric character\D a non-numeric\s any space (same as [ \t\n\r\f])\S a non space

You may use \w, \d and \s within custom character classes.

Examples

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foob\dr matches strings like 'foob1r', ''foob6r' and so on but not 'foobar', 'foobbr' andso onfoob[\w\s]r matches strings like 'foobar', 'foob r', 'foobbr' and so on but not 'foob1r','foob=r' and so on

The Regular Expression engine uses properties SpaceChars and WordChars to define character classes\w, \W, \s, \S, so you can easily redefine it.

Meta-characters - word boundaries

\b Match a word boundary \B Match a non-(word boundary)

A word boundary (\b) is a spot between two characters that has a \w on one side of it and a \W on theother side of it (in either order), counting the imaginary characters off the beginning and end of thestring as matching a \W.

Meta-characters - iterators

Any item of a regular expression may be followed by another type of meta-characters - iterators. Usingthis meta-characters You can specify number of occurrences of previous character, meta-character orsub-expression.

* zero or more ("greedy"), similar to {0,} + one or more ("greedy"), similar to {1,} ? zero or one ("greedy"), similar to {0,1} {n} exactly n times ("greedy") {n,} at least n times ("greedy") {n,m} at least n but not more than m times ("greedy") *? zero or more ("non-greedy"), similar to {0,}? +? one or more ("non-greedy"), similar to {1,}? ?? zero or one ("non-greedy"), similar to {0,1}? {n}? exactly n times ("non-greedy") {n,}? at least n times ("non-greedy") {n,m}? at least n but not more than m times ("non-greedy")

So, digits in curly brackets of the form {n,m}, specify the minimum number of times to match the item nand the maximum m. The form {n} is equivalent to {n,n} and matches exactly n times. The form {n,}matches n or more times. There is no limit to the size of n or m, but large numbers will chew up morememory and slow down r.e. execution.

If a curly bracket occurs in any other context, it is treated as a regular character.

Examples

foob.*r matches strings like 'foobar', 'foobalkjdflkj9r' and 'foobr'foob.+r matches strings like 'foobar', 'foobalkjdflkj9r' but not 'foobr'

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foob.?r matches strings like 'foobar', 'foobbr' and 'foobr' but not 'foobalkj9r'fooba{2}r matches the string 'foobaar'fooba{2,}r matches strings like 'foobaar', 'foobaaar', 'foobaaaar' etc.fooba{2,3}r matches strings like 'foobaar', or 'foobaaar' but not 'foobaaaar'

A little explanation about "greediness". "Greedy" takes as many as possible, "non-greedy" takes as few aspossible. For example, 'b+' and 'b*' applied to string 'abbbbc' return 'bbbb', 'b+?' returns 'b', 'b*?'returns empty string, 'b{2,3}?' returns 'bb', 'b{2,3}' returns 'bbb'.

You can switch all iterators into "non-greedy" mode (see the modifier /g).

Meta-characters - alternatives

You can specify a series of alternatives for a pattern using "|'' to separate them, so that fee|fie|foe willmatch any of "fee'', "fie'', or "foe'' in the target string (as would f(e|i|o)e). The first alternative includeseverything from the last pattern delimiter ("('', "['', or the beginning of the pattern) up to the first "|'', andthe last alternative contains everything from the last "|'' to the next pattern delimiter. For this reason, it'scommon practice to include alternatives in parentheses, to minimize confusion about where they startand end.Alternatives are tried from left to right, so the first alternative found for which the entire expressionmatches, is the one that is chosen. This means that alternatives are not necessarily greedy. For example:when matching foo|foot against "barefoot'', only the "foo'' part will match, as that is the first alternativetried, and it successfully matches the target string. (This might not seem important, but it is importantwhen you are capturing matched text using parentheses.)Also remember that "|'' is interpreted as a literal within square brackets, so if You write [fee|fie|foe]You're really only matching [feio|].

Examples

foo(bar|foo) matches strings 'foobar' or 'foofoo'.

Meta-characters - sub-expressions

Subexpressions are numbered based on the left to right order of their opening parenthesis.

Examples

(foobar){8,10} matches strings which contain 8, 9 or 10 instances of the 'foobar'foob([0-9]|a+)r matches 'foob0r', 'foob1r' , 'foobar', 'foobaar', 'foobaar' etc.

Meta-characters - backreferences

Metacharacters \1 through \9 are interpreted as backreferences. \<n> matches previously matchedsubexpression #<n>.

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Examples

(.)\1+ matches 'aaaa' and 'cc'.(.+)\1+ also match 'abab' and '123123'(['"]?)(\d+)\1 matches '"13" (in double quotes), or '4' (in single quotes) or 77 (without quotes)

Modifiers

Modifiers are for changing the behavior of the Regular Expression.

There are many ways to set up modifiers.Any of these modifiers may be embedded within the regular expression itself using the (?...) construct.

iDo case-insensitive pattern matching (using installed in you system locale settings), see also InvertCase.

mTreat string as multiple lines. That is, change "^'' and "$'' from matching at only the very start or end ofthe string to the start or end of any line anywhere within the string, see also Line separators.

sTreat string as single line. That is, change ".'' to match any character whatsoever, even a line separators(see also Line separators), which it normally would not match.

gNon standard modifier. Switching it Off You'll switch all following operators into non-greedy mode (bydefault this modifier is On). So, if modifier /g is Off then '+' works as '+?', '*' as '*?' and so on

xExtend your pattern's legibility by permitting whitespace and comments (see explanation below).

rNon-standard modifier. If is set then range à-ÿ additional include Russian letter '¸', À-ß additional include'¨', and à-ß include all Russian symbols.

Perl extensions

(?imsxr-imsxr)You may use it into r.e. for modifying modifiers by the fly. If this construction inlined into subexpression,then it effects only into this subexpression

Examples(?i)Saint-Petersburg matches 'Saint-petersburg' and 'Saint-Petersburg'(?i)Saint-(?-i)Petersburg matches 'Saint-Petersburg' but not 'Saint-petersburg'(?i)(Saint-)?Petersburg matches 'Saint-petersburg' and 'saint-petersburg'((?i)Saint-)?Petersburg matches 'saint-Petersburg', but not 'saint-petersburg'(?#text) A comment, the text is ignored.

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Note that Regular Expression engine closes the comment as soon as itsees a ")",

so there is no way to put a literal ")" in the comment.

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SQL ReferencedoogiePIM database supports a subset of SQL commands. It includes the most widely used SQLstatements for data manipulation and definitions.

EG: SELECT, INSERT, UPDATE, DELETE, CREATE TABLE, ALTER TABLE, DROP TABLE, CREATE INDEX,DROP INDEX.

SQL commands should be separated by semi-colon ( ; )

Supported SQL commands

SELECT Statement INSERT Statement UPDATE Statement DELETE Statement CREATE TABLE Statement ALTER TABLE Statement DROP TABLE Statement CREATE INDEX Statement DROP INDEX Statement START TRANSACTION Statement COMMIT Statement ROLLBACK Statement

Related TopicsNaming ConventionsOperatorsString FunctionsDate FunctionsIntroduction to Searching and SQLSimple SearchAdvanced Database SearchExporting Search ResultsManaging SQL Scripts

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Naming Conventions

Table Name Table name could be a single word or a multiple words. Multiple words name must be enclosed bysingle or double quotes, or brackets [].

Example:

SELECT * FROM "Contact Parts"

You can also use correlation name:

Example:

SELECT DP.PartNo FROM [Detail Parts] DP

Column Name doogiePIM's SQL supports single-word and multiple-words column names. Multiple words name mustbe enclosed by single or double quotes, or brackets []. Column names that duplicate SQL keywords arealso supported.

Example:

SELECT Orders.[Cust No] FROM Orders

You can also use short correlation name for columns:

Example:

SELECT C.Name AS FullName FROM Contacts C WHERE FullName LIKE 'Bill%'

CommentsYou can use comments in SQL queries text to keep remarks or some useful information about the query. Single-line comments should be started with '--' symbols:

Example:

-- This is a single-line comment SELECT * FROM Contacts

Another variant of comments is enclosing text into /* and */ symbols. It can be used for temporarily removing of some query parts:

Example:

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SELECT * FROM CUSTOMERS /* WHERE (Name = 'Mike') */ ORDER BY CustNo

Reserved Words Here is the list of words reserved by doogiePIM's SQL Engine. Some of them are not fully supported, butare reserved for further implementations.

ABSOLUTE ACTION ADD ALL ALLOCATE ALTER AND ANY ARE AS ASC ASSERTION AT AUTHORIZATION AVG BEGIN BETWEEN BIT BIT_LENGTH BLOBBLOCKSIZE BLOBCOMPRESSIONLEVEL BOTH BY CASCADE CASCADED CASE CAST CATALOG CHAR CHARACTER CHAR_LENGTH CHARACTER_LENGTH CHECK CLOSE COALESCE COLLATE COLLATION COLUMN COMMIT CONNECT CONNECTION CONSTRAINT CONSTRAINTS

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CONTINUE CONVERT CORRESPONDING COUNT CREATE CROSS CURRENT CURRENT_DATE CURRENT_TIME CURRENT_TIMESTAMP CURRENT_USER CURSOR DATE DAY DEALLOCATE DEC DECIMAL DECLARE DEFAULT DEFERRABLE DEFERRED DELETE DESC DESCRIBE DESCRIPTOR DIAGNOSTICS DISCONNECT DISTINCT DOMAIN DOUBLE DROP ELSE END END-EXEC ESCAPE EXCEPT EXCEPTION EXEC EXECUTE EXISTS EXTERNAL EXTRACT FALSE FETCH FIRST FLOAT FOR FOREIGN FOUND FROM FULL GET GLOBAL GO

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GOTO GRANT GROUP HAVING HOUR IDENTITY IMMEDIATE IN INDEX INDICATOR INITIALLY INNER INPUT INSENSITIVE INSERT INT INTEGER INTERSECT INTERVAL INTO IS ISOLATION JOIN KEY LANGUAGE LAST LASTAUTOINCVALUE LEADING LEFT LEVEL LIKE LOCAL LOWER MATCH MAX MIN MINUS MINUTE MODIFY MODULE MONTH NAMES NATIONAL NATURAL NCHAR NEW NEXT NO NOCASE NOT NULL NULLIF NUMERIC OCTET_LENGTH

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OF ON ONLY OPEN OPTION OR ORDER OUTER OUTPUT OVERLAPS PAD PARTIAL PASSWORD POSITION PRECISION PREPARE PRESERVE PRIMARY PRIOR PRIVILEGES PROCEDURE PUBLIC READ REAL REFERENCES RELATIVE RESTRICT REVOKE RIGHT ROLLBACK ROWS SCHEMA SCROLL SECOND SECTION SELECT SESSION SESSION_USER SET SIZE SMALLINT SOME SPACE SQL SQLCODE SQLERROR SQLSTATE SUBSTRING SUM SYSTEM_USER TABLE TEMPORARY THEN TIME

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TIMESTAMP TIMEZONE_HOUR TIMEZONE_MINUTE TO TRAILING TRANSACTION TRANSLATE TRANSLATION TRIM TRUE UNION UNIQUE UNKNOWN UPDATE UPPER USAGE USER USING VALUE VALUES VARCHAR VARYING VIEW WHEN WHENEVER WHERE WITH WORK WRITE YEAR ZONE

Related TopicsNaming ConventionsOperatorsString FunctionsDate Functions

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OperatorsdoogiePIM SQL supports these operator categories:

Arithmetic operators Comparison operators Logical operators String concatenation operator

Arithmetic Operators Arithmetic operators perform mathematical operations on two expressions of any of the data types ofthe numeric data type category.

Operator Meaning + (Add) Addition - (Subtract) Subtraction * (Multiply) Multiplication / (Divide) Division

Example:

SELECT (Price * Quantity) AS Total FROM Order

Comparison Operators Comparison operators test whether or not two expressions are the same. Comparison operators can beused on all expressions except expressions of BLOB data types.

Operator Meaning

= Equal To

> Greater Than

< Less Than

>= Greater Than or Equal To

<= Less Than or Equal To

<> Not Equal To

The result of a comparison operator has the Boolean data type, which has three values: TRUE, FALSE, andUNKNOWN. Expressions that return a Boolean data type are known as Boolean expressions.

If an operator that has one or two NULL expressions, returns UNKNOWN. Expressions with Boolean data types are used in the WHERE clause to filter the rows that qualify for thesearch conditions

Example:

SELECT * FROM Orders WHERE (TaxRate > 0)

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Logical Operators

Logical operators test for the truth of some condition. Logical operators, like comparison operators,return a Boolean data type with a value of TRUE or FALSE.

Operator Meaning AND TRUE if both Boolean expressions are TRUE. BETWEEN TRUE if the operand is within a range. IN TRUE if the operand is equal to one of a list of expressions. LIKE TRUE if the operand matches a pattern. NOT Reverses the value of any other Boolean operator. OR TRUE if either Boolean expression is TRUE. IS NULL TRUE if Boolean expression is UNKNOWN Examples:

SELECT * FROM Customer WHERE (Company LIKE '%Club%')

SELECT * FROM Orders WHERE (ShipToCity IS NOT NULL)

SELECT * FROM Orders WHERE (TaxRate BETWEEN 0 and 5) AND (AmountPaid > 1)

SELECT * FROM Orders WHERE (ShipVIA IN ('UPS', 'DHL'))

String Concatenation Operator

The string concatenation operator allows string concatenation with the addition sign (+) orconcatenation sign (||), which is also known as the string concatenation operator.

Example:

SELECT (FirstName + ' ' + LastName) AS Name FROM Customers

Related TopicsNaming ConventionsOperatorsString FunctionsDate Functions

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String FunctionsUPPER Returns a character expression with lowercase character data converted to uppercase. LOWER Returns a character expression after converting uppercase character data to lowercase. TRIM Returns a character string after truncating all leading and trailing blanks. LTRIM Returns a character expression after removing leading blanks. RTRIM Returns a character string after truncating all trailing blanks. SUBSTRING Returns a substring of a string. POS Returns the index value of the first character in a specified substring that occurs in a given string. Pos iscase-sensitive. LENGTH Returns number of characters in a string excluding the null terminator.

UPPER Function Returns a character expression with lowercase character data converted to uppercase.

Syntax: UPPER ( expression )

Arguments expression Is an expression of string or wide string types.

Example:

SELECT UPPER(Company) FROM Customer

LOWER Function Returns a character expression after converting uppercase character data to lowercase.

Syntax: LOWER ( expression )

Arguments expression

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Is an expression of string or wide string types.

Example:

SELECT LOWER(Company) FROM Customer

TRIM Function Returns a character string after truncating all leading and trailing blanks.

Syntax: TRIM ( expression )

Arguments expression Is an expression of string or wide string types.

Example:

SELECT TRIM(Company) FROM Customer

LTRIM Function Returns a character expression after removing leading blanks.

Syntax: LTRIM ( expression )

Arguments expression Is an expression of string or wide string types.

Example:

SELECT LTRIM(Company) FROM Customer

RTRIM Function

Returns a character string after truncating all trailing blanks.

Syntax: RTRIM ( expression )

Arguments expression Is an expression of string or wide string types.

Example:

SELECT RTRIM(Company) FROM Customer

SUBSTRING Function

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Returns a substring of a string.

Syntax: SUBSTRING (string, startindex [, length] )

Arguments string Is an expression of string or wide string type. startindex Is a constant that specifies the character position at which the extracted substring starts within theoriginal string. length Is a constant that specifies number of characters being extracted from source string.

Example:

SELECT SUBSTRING(Company,2,5) FROM Customer

POS Function

Returns the index value of the first character in a specified substring that occurs in a given string. Pos iscase-sensitive.

Syntax: POS ( substring, string )

Arguments substring Is a an expression of string or wide string type that specifies substring for searching in the specifiedstring. string Is a an expression of string or wide string type that specifies source string.

Example:

SELECT * FROM Customer WHERE Pos('Bitespire',Company) > 0

LENGTH Function

Returns number of characters in a string excluding the null terminator.

Syntax: LENGTH ( string )

Arguments string Is a an expression of string or wide string type.

Example:

SELECT * FROM Customer WHERE LENGTH(Company) > 5

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Related TopicsNaming ConventionsOperatorsString FunctionsDate Functions

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Date FunctionsSYSDATE Returns current system date and time. NOW Returns current system date and time. CURRENT_TIMESTAMP Returns current system date and time. CURRENT_DATE Returns current system date. CURRENT_TIME Returns current system time. TOSTRING Converts date to string using specified format. TODATE Converts string to date using specified format.

SYSDATE, NOW AND CURRENT_TIMESTAMP Functions Returns current system date and time.

Syntax: SYSDATE NOW CURRENT_TIMESTAMP

Example:

SELECT LastInvoiceDate, NOW as CurDate FROM CustomerWHERE LastInvoiceDate < NOW

CURRENT_DATE Function Returns current system date.

Syntax: CURRENT_DATE

Example:

SELECT LastInvoiceDate, CURRENT_DATE as CurDate FROM Customer WHERE LastInvoiceDate < NOW

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CURRENT_TIME Function

Returns current system time.

Syntax: CURRENT_TIME

Example:

SELECT LastInvoiceDate, CURRENT_TIME as CurTime FROM Customer WHERE LastInvoiceDate < NOW

TOSTRING Function

Converts date to string using specified format.

Syntax: TOSTRING( DateValue, DateFormat )

Arguments DateValue Is an expression of date type that specifies the source date. DateFormat Is an expression of string or wide string type that specifies date format for conversion DateValue tostring.

DateFormat strings are composed from specifiers that represent values to be inserted into the formattedstring. Some specifiers (such as "d"), simply format numbers or strings. Other specifiers (such as "/") referto locale-specific strings.

In the following table, specifiers are given in upper case. Case is ignored in formats.

Specifier Displays - Displays date separator '-'. / Displays date separator '/'. . Displays date separator '.'. , Displays date separator ','. : Displays date separator ':'.

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; Displays date separator ';'. 'TEXT' Displays the text that will be included in the result of TOSTRING function without any conversion. Theleading and trailing quotes will be omitted. YYYY or YEAR Displays the year as a four-digit number (0000-9999) YY Displays the year as a two-digit number (00-99) Q Displays the quarter of the year (1-4). 1 means months January, February and March, 2 means monthsApril, May and June, 3 means months July, August and September, 4 means months October, Novemberand December. MONTH Displays the month as a full name (January-December). MON Displays the month as an abbreviation (Jan-Dec). MM Displays the month as a number with a leading zero (01-12). M Displays the month as a number without a leading zero (1-12). RM Displays the month in roman numeric format (I - XII). DDD Displays the day of the year (1-366) without a leading zero. DD Displays the day of the month (01-31) with a leading zero. D Displays the day of the month (1-31) without a leading zero. DAY Displays the day as an abbreviation (Sun-Sat). DY Displays the day as an 2 symbol abbreviation (Su-Sa). DW Displays the day of week (1-7)

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HH HH12 Displays the hour with a leading zero (01-12). HH24 Displays the hour with a leading zero (01-24). H H12 Displays the hour without a leading zero (1-12). H24 Displays the hour without a leading zero (1-24). NN Displays the minute with a leading zero (00:59). N Displays the minute without a leading zero (0:59). SS Displays the second with a leading zero (00:59). S Displays the second without a leading zero (00:59). AMPM Displays the meridian indicator AM. Example:

SELECT TOSTRING(LastInvoiceDate,"'Today is' mm/dd/yyyy hh24:nn:ss ' Wow !!!'") Formated_Date,LastInvoiceDate FROM Customer

TODATE Function

Converts string to date using specified format.

Syntax: TODATE( StringValue, DateFormat )

Arguments StringValue Is an expression of string or wide string type that specifies the source string. DateFormat Is an expression of string or wide string type that specifiec date format for the StringValue.

DateFormat strings are composed from specifiers that represent values to be inserted into the formattedstring. Some specifiers (such as "d"), simply format numbers or strings. Other specifiers (such as "/") referto locale-specific strings.

In the following table, specifiers are given in upper case. Case is ignored in formats.

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Specifier Specifies - Specifies date separator '-'. / Specifies date separator '/'. . Specifies date separator '.' , Specifies date separator ','. : Specifies date separator ':'. ; Specifies date separator ';'. 'text' Specifies the text that will be ignored by TODATE function. The leading and trailing quotes will beomitted. YYYY or YEAR Specifies the year as a four-digit number (0000-9999) YY Specifies the year as a two-digit number (00-99) Q Specifies the quarter of the year (1-4). 1 means months January, February and March, 2 means monthsApril, May and June, 3 means months July, August and September, 4 means months October, Novemberand December. MM Specifies the month as a number with a leading zero (01-12). M Specifies the month as a number without a leading zero (1-12). DDD Specifies the day of the year (1-366) without a leading zero. DD Specifies the day of the month (01-31) with a leading zero. D Specifies the day of the month (1-31) without a leading zero. DW

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Specifies the day of week (1-7) HH HH12 Specifies the hour with a leading zero (01-12). HH24 Specifies the hour with a leading zero (01-24). H H12 Specifies the hour without a leading zero (1-12). H24 Specifies the hour without a leading zero (1-24). NN Specifies the minute with a leading zero (00:59). N Specifies the minute without a leading zero (0:59). SS Specifies the second with a leading zero (00:59). S Specifies the second without a leading zero (00:59) AMPM Specifies the meridian indicator AM.

Example:

SELECT LastInvoiceDate, NOW as CurDate FROM Customer WHERE LastInvoiceDate < TODATE('12/16/2002 11:10:30 am','MM/DD/YYYY hh:nn:ss ampm')

Aggregate Functions

Operate on a collection of values but return a single, summarizing value.

COUNT Returns the number of items in a group. SUM Returns the sum of the values in the expression. AVG Returns the average of the values in a group. MIN Returns the minimum value in the expression.

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MAX Returns the maximum value in the expression.

COUNT Function

Returns the number of items in a group.

Syntax: COUNT ( expression | * )

Arguments expression Is an expression of any type except Blob types. Aggregate functions and subqueries are not permitted.

* Specifies that all rows should be counted to return the total number of rows in a table. COUNT(*) takesno parameters and cannot be used with DISTINCT. COUNT(*) does not require an expression parameterbecause, by definition, it does not use information about any particular column. COUNT(*) returns thenumber of rows in a specified table without eliminating duplicates. It counts each row separately,including rows that contain null values.

Examples:

SELECT COUNT(*) FROM Orders

SELECT COUNT(OrderNo), ShipVIA FROM Orders GROUP BY ShipVIA

SUM Function

Returns the sum of all the values in the expression. SUM can be used with numeric columns only. Nullvalues are ignored.

Syntax SUM ( expression )

Arguments expression Is a constant, column, or function, and any combination of arithmetic operators. expression is anexpression of the exact numeric or approximate numeric data type category. Aggregate functions andsubqueries are not permitted.

Example:

SELECT SUM(AmountPaid) FROM Orders WHERE PaymentMethod='Visa'

AVG Function

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Returns the average of the values in a group. Null values are ignored.

Syntax AVG ( expression )

Arguments expression Is an expression of the exact numeric or approximate numeric data type category. Aggregate functionsand subqueries are not permitted.

Example:

SELECT AVG(AmountPaid) FROM Orders WHERE PaymentMethod='Cash'

MIN Function

Returns the minimum value in the expression.

Syntax MIN ( expression )

Arguments expression Is a constant, column name, or function, and any combination of arithmetic operators. MIN can be usedwith numeric columns only. Aggregate functions and subqueries are not permitted.

Example:

SELECT MIN(OrderNo) FROM Orders

MAX Function

Returns the maximum value in the expression.

Syntax MAX ( expression )

Arguments expression Is a constant, column name, or function, and any combination of arithmetic operators. MAX can be usedwith numeric columns only. Aggregate functions and subqueries are not permitted.

Example:

SELECT MAX(SaleDate) FROM Orders

CAST Function

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The CAST function converts a specified value to the specified data type.

Syntax CAST( value, data_type ) Arguments value Is an expression of any valid data type. data_type Is a constant that specifies data type for converting the value specified by Value. CAST function can be used with the following data types:

Data type Description AutoInc Auto incremental 32-bit unsigned integer. Currency Floating point number. Date Date value. DateTime DateTime value. Float Floating point number. Integer 32-bit signed integer. LargeInt 64-bit signed integer. Logical Boolean value. SmallInt 16-bit signed integer String Fixed length string (may be up to 2^32 symbols) Time Time value. WideString Fixed length Unicode string (may be up to 2^32 symbols) Word 16-bit unsigned integer.

Example:

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SELECT Customer.*, CAST(CURRENT_DATE,STRING) as CurDate FROM Customer

TOBLOB Function

The TOBLOB function converts a specified string value to the BLOB value.

Syntax TOBLOB( value [, format] ) Arguments value Is a string value that can be converted to a BLOB value using specified format. format Two formats are supported: MIME64 - MIME64 standard format (used in e-mail) HEX - upper case hexadecimal numbers Default format is MIME64 (typically provides smaller string length).

Example:

INSERT INTO jpeg VALUES ('ContactImage', TOBLOB('QWlkQWltIFNvZnR3YXJlDQpIZXJlIHRvIEhlbHANCg==',MIME64), NULL, 1);

LASTAUTOINC Function

The LASTAUTOINC function returns the last autoinc value from a specified table.

Syntax LASTAUTOINC( table_name, column_name )

Arguments table_name Is a string constant that specifies table name for getting the last autoinc value. column_name Is a string constant that specifies autoinc field name for getting the last autoinc value.

Example:

INSERT INTO Employee (Name,DeptID) VALUES ('John Smith',LASTAUTOINC( Department, ID ))

Related TopicsNaming ConventionsOperatorsString FunctionsDate Functions

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Context MenusContext Menus, "Shortcut Menus" or "Right Click Menus" as sometimes they are called, are small pop-upmenus that appear when you right click on a control, like an edit box or a tree view.

These menus give access to valuable commands to manipulate the data quickly. When a Context Menupops-up it will list the available commands in a similar fashion to the main menu.

For example:If you wish to add a new contact, you could activate the context menu on the Contacts List andchoose "Add a New Contact" from the menu.

To Activate A Context Menu

Either:Right click with your mouse over a control, eg: a tree view, orYou could press the keyboard shortcut equivalents:

Shift+F10 to activate the pop-up menu.

When using the keyboard, always make sure the control is "focused", ie: will accept keyboardcommands. Most controls indicate if they are focused or not by the highlight colour of the text.

The context menus in doogiePIM have an extra command "Cancel". This simply de-activates the menuwithout issuing any commands.

To De-activate A Context Menu

Either:Choose "Cancel" from the context menu, orYou could press the keyboard shortcut equivalent:

Escape to deactivate the pop-up menu.

Related TopicsSplitter BarsToolbarsKeyboard Shortcuts

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ToolbarsToolbars are areas in an application window that contain frequently used commands. These commandsare normally found in the main menu. However, going to the main menu to save or add a record can betime consuming, so the frequently used icon buttons are available on a toolbar.

You can identify what the icon does by it's tooltip. Move your mouse over one of the items, pause for ashort time then see a text description pop up over the icon to explain what this icon does.

Displaying Captions Or A Different Icon SizeSome of the toolbars can display large icons, text or both. The Main Toolbar and the Section Toolbarcan be configured accordingly.

To show Large, Medium or Small Icons, Captions or Both

NOTE: Not all toolbars have the option to change the toolbar's display.

Right Click on the desired Toolbar you want to change, then choose from the popup menu whichstyle option to display:Small Icons: Shows the display icons as 16x16 icons.Medium Icons: Shows the display icons as 24x24 icons.Large Icons: Shows the display icons as 32x32 icons.Show Captions Under Icon: Shows the descriptive caption text directly under the icon button.Show Captions on the Side: Shows the descriptive caption text directly to the right of the icon.Do Not Show Captions: Completely hides the caption so only the icon remains.

Moving toolbarsRight-click on the toolbar and choose where you would like to dock that toolbar. You can move atoolbar around by left-click and hold then drag a bar to a new position, if applicable. Toolbars can onlybe moved when unlocked.

To unlock a toolbar for movingRight-click on the toolbar and choose "Unlock all toolbars"

To lock a toolbarRight-click on the toolbar and choose "Lock all toolbars"

Related TopicsContext MenusSplitter BarsKeyboard Shortcuts

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Installing doogiePIMSystem requirements: Win7/Win8.x/Win10 or higher Intel or AMD compatible system (900MHz or better) 1GB RAM 150MB hard drive space for application files Windows-compatible pointing device (e.g., a mouse) True Colour or High Colour display adapter and monitor (recommended) Minimum screen resolution of 1024x768 in 24-bit colour

How to install doogiePIM

1. Through your favourite browser (e.g., Windows Explorer), locate and double-click on the filenamed doogiePIM-Version_Number-installation.exe2. Follow the on-screen instructions.

The setup process will install the doogiePIM program files into the default folder, or in another folder ofyour choosing. It will also create a program group in your Start menu and place the application icon onyour Windows Desktop so you can quickly access doogiePIM.

Related TopicsUninstalling doogiePIM

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Uninstalling doogiePIM

To uninstall doogiePIM

1. Click the [Start] button on your Windows Desktop.2. Select Settings.3. Select Control Panel.4. Click on Programs and Features in the Control Panel screen.5. In the resulting list of programs that can be uninstalled, locate and then select the item for doogiePIM6. Click Uninstall and follow the on-screen instructions.7. Before you uninstall, ask yourself, "Why am I doing this?. If something is broken or not workingright, all I have to do is email Support at BiteSpire.com". [email protected]

When you uninstall doogiePIM in this fashion, it will leave your data files intact. If you no longer needthe lists and related information stored in these data files, locate the doogiePIM data files folder andmanually delete the data.

Related TopicsInstalling doogiePIM

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SupportdoogiePIM users have several resources for product support, including:

Complete online help The BiteSpire Web site (http://www.bitespire.com), which features up-to-date information Free access to our Direct Support service There are also helpful tutorials available on YouTube:

https://www.youtube.com/watch?v=mN7w_J2zGh0

To use Direct Support, e-mail your questions or problems to: [email protected]

NOTE: Please check the BiteSpire.com web site for the latest contact information. E-mailaddresses can change in the future.

When you contact, please include the following information in your e-mail:

Description of the problem (to the best of your ability) Brief description of what you were doing prior to the appearance of the problem The version of doogiePIM you are using (Found under Help and About menu) Your computer system specifications The version of the Windows operating system you are using Your doogiePIM registration number

Including this information in your e-mail helps ensure a faster, more effective response.

Related TopicsBug ReportsCreditsFeedback

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Bug ReportsLike most software developers, we strive to develop software that is free of bugs. Sometimes, though,something slips through software testing or doesn't occur with test cases. If you do encounter whatappears to be a bug, we want to know about it -- big or small.

In the event that you do encounter a bug, please visit our website for instructions: https://bitespire.com/help_and_support.php

NOTE: Please check our web site for the latest contact information. E-mail addresses can changein the future.

Related TopicsSupportCreditsFeedback

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CreditsThe most important people to thank are the users. We have received thousands of e-mails from usersoffering some great new ideas, suggesting improvements and reporting bugs during doogiePIM'sdevelopment cycle. We thank all of you for your time, insight, and creativity.

doogiePIM is owned and copyrighted by BiteSpire.

Windows is a copyrighted trademark by Microsoft Corporation.

All other mentioned trademarks are acknowledged and are copyrighted by their respective owners.

Help authored by: Christopher M Payton and Randall Green

Related TopicsSupportBug ReportsFeedback

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FeedbackBiteSpire strives to develop user-friendly software tools that provide efficient and effective solutions tocommon user needs. We take the concept of user-centred design very seriously, and many of thefeatures and enhancements that we have implemented in our software products are a direct result offeedback and suggestions from our users.

We encourage our users to send us their suggestions for future product features and enhancements,and feedback on what we have provided thus far. All commentaries and suggestions are carefullyconsidered -- today's suggestion could become the next great product feature.

Please send your views and suggestions to: [email protected]

NOTE: Please check our web site for the latest contact information. E-mail addresses can changein the future.

Related TopicsSupportBug ReportsCredits

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Application Licence (March 2016)

BiteSpire doogiePIM SOFTWARE APPLICATION USER AGREEMENT

SOFTWARE LICENCE

WARNING. BEFORE PROCEEDING PLEASE READ THE TERMS OF THIS LICENCE AGREEMENT CAREFULLY.YOU MAY OBTAIN A COPY OF THIS SOFTWARE PRODUCT BY DOWNLOADING IT REMOTELY FROMOUR SERVER. ALL INTELLECTUAL PROPERTY RIGHTS IN THE PROGRAMS AND DATA WHICHCONSTITUTE THIS SOFTWARE PRODUCT ("THE SOFTWARE") ARE AND REMAIN THE PROPERTY OF THELICENSOR. YOU ARE LICENSED TO USE THE SOFTWARE ON THE CONDITION THAT YOU ACCEPT ALLTHE TERMS CONTAINED IN THIS LICENCE AGREEMENT. BY DOWNLOADING, INSTALLING, COPYING,ACCESSING, OR USING THE SOFTWARE YOU ARE CONFIRMING YOUR ACCEPTANCE OF THE TERMS OFTHIS LICENCE AGREEMENT. SUCH ACCEPTANCE IS EITHER ON YOUR OWN BEHALF OR ON BEHALF OFANY CORPORATE ENTITY WHICH EMPLOYS YOU OR WHICH YOU REPRESENT ("CORPORATELICENSEE"). IF YOU DO NOT ACCEPT THESE TERMS, YOU SHOULD NOT INSTALL THE SOFTWARE ANDSHOULD DELETE THE SOFTWARE FROM YOUR COMPUTER.

1 DEFINITIONS"The Software" means any computer program, routine or system and associated documentationprovided by the Licensor for use by the Licensee"The Licensor" means BiteSpire."You" means the reader and any Corporate Licensee ("the Licensee").

2 GRANT OF LICENCEProvided that you have paid the applicable licence fee, the Licensor grants to you an unlimited,non-exclusive licence to use the Software providing the use falls within the permitted use set out belowand for no other purpose. Your licence does not permit you to sub-license.

3 PERMITTED USE3.1 In the case of computer systems divided into separate users, a licence is required for each userrunning the Software.3.2 When first installed, the Software may be used without purchasing a licence and without obtaining alicence key for a period of up to 30 days for the purposes of evaluation only (the "trial period").3.3 At the end of this trial period, you must obtain a licence key from the Licensor to continue to use theSoftware. This licence key allows the Software to run on a computer system either for a specified lengthof time (a "temporary key") or for an unlimited period (a "permanent key").3.4 The Licensor may, at its discretion, allow an extension of the trial period beyond the normal 30 daysby issuing temporary licence keys.3.5 Upon receipt of payment, the Licensor will issue a permanent licence key for the software.3.6 If, at the end of your trial period, you do not wish to purchase the Software, the Software should beuninstalled, deleted and any copies destroyed within 7 days after the expiry of the trial.3.7 Any applications for licence keys should be addressed to the Licensor by e-mail to [email protected] You may make copies of the Software for backup, archival and other security purposes provided thatall copyright notices and any other proprietary notices specified on the Software are reproduced on anysuch copies or partial copies.

4 RESTRICTIONS ON USE4.1 Use of the Software is restricted to the user designated on the invoice only.4.2 You may not, nor permit others to:4.2.1 use, copy, modify or transfer the Software (including any related documentation) or any copy, in

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whole or in part, including any print-out of all or part of any database, except as expressly provided forin this Licence Agreement;4.2.2 create derivative works based upon the Software;4.2.3 translate, disassemble, decompile, reverse engineer or modify the Software;4.2.4 delete, vary or obscure any proprietary notices on or in the Software.

5. SUPPORT AND MAINTENANCE5.1 Users of the software are entitled to support and maintenance (as defined below) so long as a validsupport and maintenance solution is in force.5.2 A period of support and maintenance is provided free of charge during the lifetime of the majorSoftware version and will end when a major update to the Software is replaced.5.3 During the period of maintenance, customers will be entitled to: 5.3.1 "Maintenance", consisting of: free software upgrades to new minor versions of the Software if andwhen these are released; 5.3.2 "Support", consisting of technical support and problem analysis and resolution where reasonablypossible. Problems should be notified via our help solutions found on the Support page of the web siteat http://bitespire.com/help_and_support.php. The Licensor will use its best endeavours to respond toreasonable requests for assistance.

6 UNDERTAKINGS6.1 You undertake to ensure that any third party is made aware of the terms of this Licence Agreementbefore using the Software.6.2 You undertake to hold all data (including object and source codes), drawings, specifications, softwarelistings and all other information relating to the Software, confidential and not at any time disclose thesame, during this licence or after its expiry or whether directly or indirectly, to any third party withoutour consent.6.3 In the event of a run-time error occurring, the software will collect diagnostic information required toinvestigate the error and present this information to You. The Software will not transmit this informationautomatically.

7 OWNERSHIPThe Licensor retains ownership of the Software and related documentation and all copies of theSoftware at all times, which are copyright works and are also protected under applicable laws.

8 LIMITED WARRANTY8.1 Subject to the limitations and exclusions of liability set out below, the Licensor warrants that for aperiod of 14 days from the date of downloading of the Software (the "Warranty Period"), the Softwarewill conform to the documentation that accompanies it.8.2 The Licensor shall not be liable under the warranties given in clause 8.1 above if the Software fails toconform to the said warranty because of any corruption, abuse or incorrect use of the Software(including use of the Software with equipment or other software which is incompatible) or because ofany variation, modification or addition to the Software not performed by the Licensor or any party onbehalf of the Licensor.

9 DISCLAIMERAll other guarantees, representations and warranties of any kind, whether express or implied, including,without limitation, the implied warranties of satisfactory quality, merchantability and fitness for aparticular purpose or ability to achieve a particular result are hereby excluded, so far as such exclusion ordisclaimer is permitted under the applicable law. You assume the entire risk as to the quality andperformance of the Software. Should the Software prove defective, you (and not the Licensor nor anylicensed reseller) assume the entire cost of all necessary servicing, repair or correction. The Licensor doesnot warrant that the Software will meet your requirements or that its operation will be uninterrupted orerror free. This Licence Agreement does not affect your statutory rights.

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10 LIMITATION OF LIABILITYIf the Software fails to conform to the warranties set out in clause 8.1 above you may, as your sole andexclusive remedy, obtain a replacement if you return the Software to the Licensor or to your supplierduring the Warranty Period. If, during the Warranty Period, the Licensor is unable to deliver areplacement which is free of material defects, you may terminate this Licence Agreement by returningthe Software to the Licensor or your supplier along with written proof that it has been uninstalled fromthe system and any money you paid for the Software will be refunded, along with the cost of postageand packing.

11 EXCLUSION OF LIABILITY11.1 In no event shall the Licensor be liable to you for any damages, including loss of business, loss ofopportunity, loss of data, loss of profits or for any other indirect or consequential loss or damagewhatsoever arising out of the use of or inability to use the Software, or caused by the application of apatch or fix, or resulting from any action implied, suggested, recommended or advised by the Licensoror one of its representatives or distributors as part of support and maintenance, even if the Licensor hasbeen made aware of the possibility of such damages.11.2 Nothing in this Licence Agreement shall exclude or limit the liability of the Licensor for fraudulentmisrepresentation resulting from the negligence of the Licensor.

12 TERMINATION12.1 This Licence Agreement will terminate automatically if you breach of any of its terms or if youuninstall, delete and destroy the Software and any copies.12.2 Upon termination all rights you have to use the Software will cease and you must uninstall, destroyor delete the Software and all copies from all storage media in your control.

13 SEVERABILITYIf any provision of this Licence Agreement is held invalid, illegal or unenforceable for any reason by anycourt of competent jurisdiction such provision shall be severed and the remainder of the provisionshereof shall continue in full force and effect as if this Licence Agreement had been agreed with theinvalid illegal or unenforceable provision eliminated.

14 ENTIRE AGREEMENTThis Licence Agreement contains the entire Agreement between us relating to the subject matter andsupersedes all proposals, representations, understandings and prior agreements, whether oral or written,and all other communications between us relating to that subject matter.

15 GOVERNING LAW AND JURISDICTIONThis agreement shall be governed by and construed in accordance with the law of England and Walesand the parties submit to the exclusive jurisdiction of the courts of England and Wales. No legal actionsrelated to the use of this software may be brought in any court outside of England or Wales.

Related TopicsContact InformationDistributionLicensingOrder FormPurchasingRegistration

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Contact InformationCompany web address: https://bitespire.com

NOTE: This e-mail address could change in the future, so please check our web site for the latestcontact e-mail addresses:

BiteSpire E-mail: [email protected]

Phone and Miscellaneous Contact Information:https://bitespire.com/contact.php

Related TopicsApplication LicenceDistributionLicensingOrder FormPurchasingRegistration

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DistributionYou can distribute only the trial version of doogiePIM freely to your friends, clients, or anyone who youthink might be interested.

Free distribution of the doogiePIM trial version is subject to the following limitations:

1) You may not charge a fee.2) You may not include doogiePIM as part of a product for which a fee is charged without the expresspermission of BiteSpire.3) You may not alter any part of doogiePIM without the express permission of BiteSpire. You may,however, compress doogiePIM for means of distribution.4) You may not include or distribute any key file or licence key details.

Please inform us if you want to distribute any of our software on a CD, DVD or other media, just to makesure you are using the latest version. Please keep the archive unaltered and in its original state. If youwant to distribute it in a different archive format, such as ARJ, LHA, RAR, or any other compressionformat, please contact us first for confirmation and support.

Please see the Licence agreement for the full details of doogiePIM's terms of usage.

Related TopicsApplication LicenceContact InformationLicensingOrder FormPurchasingRegistration

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LicensingPlease send all commercial licensing inquiries to:

Creator and DeveloperMr. Christopher M Payton

[email protected]

NOTE: Please check our web site for the latest contact information. E-mail addresses can changein the future.

Related TopicsApplication LicenceContact InformationDistributionOrder FormPurchasingRegistration

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Purchasing doogiePIMYou can purchase doogiePIM through the online secure server at our Web site, using a range ofpayment methods.

A Multi-licence for companies and institutions is available at reduced prices. Visit our Web site athttps://bitespire.com for updated information about prices, media, and licences.

Most releases will be free for registered users, unless a new release contains significant improvementsand new features. We reserve the right to decide which upgrades will have associated upgrade licencefees. For more information about registering your software, click the Registration link in the RelatedTopics list.

Related TopicsApplication LicenceContact InformationDistributionLicensingOrder FormRegistration

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RegistrationIn order to stay informed about future versions and updates, please take the time to register your copyof doogiePIM. By registering this software, you will be able to receive direct notification about newreleases. Most releases will be free for registered users, unless a new release contains significantimprovements and new features. We reserve the right to decide which upgrades will have associatedupgrade licence fees.

When you purchase doogiePIM through our Web site using the secure payment system, you do notneed to register the software because your details are automatically added to our database of registeredusers. We do ask registered users to send us a DSM or contact us if any of your contact information (e.g.,e-mail address) changes.

If you purchased a doogiePIM CD or DVD from a reseller, please register the software by filling out theregistration card that came with the CD/DVD, and then send it to us in order to receive the latestupdates and proper support. You also can contact us, in the e-mail, please state your name, where youpurchased doogiePIM from, and how you found out about it (if from a different source than from whereyou downloaded the software).

Related TopicsApplication LicenceContact InformationDistributionLicensingOrder FormPurchasing